Shared Services / BPO · Process Engineering · RPA · Business Intelligence
A Latin American shared-services center cut its month-end close from 7 to 4.2 days by redesigning AR and intercompany workflows, automating 14 workflows, and launching a close-management dashboard.
40%
Faster month-end close
14
Bots in production
1
Real-time close cockpit
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.
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 dashboard fed by a dbt-modeled warehouse.
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 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.”
Book a 30-minute discovery call with a senior automation lead and tell us what you're trying to ship.
