40% faster month-end close with process redesign, RPA, and a close cockpit refreshed every 15 minutes.

A Latin American shared-services center cut its month-end close from 7 to 4.2 business days by redesigning accounts receivable (AR) and intercompany processes, automating 14 workflows, and launching a close cockpit.

Client
LATAM shared-services centerClient anonymised under contractual confidentiality.
Industry
Shared Services / BPO
Capabilities

Measured outcome

Faster month-end close
40%
Workflows automated
14
Close cockpit refreshed every 15 minutes
1

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 timely 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-modeled 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 refreshed every 15 minutes. An observability dashboard for bot health, exceptions, and SLA status.

Shared services close: 14 workflows feed the warehouse and a close cockpitBOTS · WAREHOUSE · CLOSE COCKPITBBBBBBBBBBBBBB14 UiPath workflows · cash app · IC matching · bank rec · journal postingSNOWFLAKE WAREHOUSEdbt-modeled · tested · documentedClose cockpit refreshed every 15 minutesPower BI close cockpitclose days7 → 4.240% fasterObservabilitybot healthexceptionsSLA status
Architecture of the delivered solution

The outcome

The close dropped from 7 business days to 4.2. Intercompany mismatches in close week fell 68%. Freed-up FTEs moved into control and analytics roles. Leadership now sees close status refreshed every 15 minutes instead of finding out about problems on day six.

“We stopped debating close status and started closing faster.”
VP of Finance Operations, Shared-Services Center, LATAM

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