Shared Services / BPO · Process Engineering · RPA · Business Intelligence
40% faster month-end close with process redesign, RPA, and real-time close dashboards.
A top-5 LATAM shared-services centre cut its month-end close from 7 to 4.2 days by redesigning AR and intercompany workflows, deploying 14 bots, and launching a real-time close cockpit.
40%
Faster month-end close
14
Bots in production
1
Real-time close cockpit
The challenge
Month-end close took 7 business days with 20 FTEs and deadlines were still missed. Intercompany reconciliations, AR cash application, and journal entries were the biggest bottlenecks, with no real-time visibility into close status.
The approach
A 4-week process-engineering sprint identified 14 automation candidates and a target operating model. Over two quarters we delivered the automations alongside a Power BI close cockpit fed by a dbt-modelled warehouse.
The solution
UiPath bots for cash application, intercompany matching, bank reconciliation, and journal posting. A Snowflake data warehouse with dbt models. A Power BI close cockpit refreshing every 15 minutes. An observability dashboard for bot health, exceptions, and SLA status.
The outcome
The close dropped from 7 business days to 4.2. Intercompany mismatches resolved during close week fell 68%. Freed-up FTEs moved into control and analytics roles. Leadership now sees close status in real time instead of finding out about problems on day six.
“We stopped debating close status and started closing faster.”
Want this outcome?
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