Month-end close, two days sooner.

Client

Wren & Field

Services

Systems integration, Ops retainer

Duration

6 weeks

saved every month-end

31 hrs

In short

A 14-person accounting firm chasing receipts and categorising transactions by hand. We automated collection, matching and the first pass of reconciliation.

The problem

Month-end close depended on chasing clients for receipts and matching hundreds of transactions by hand. The team worked late every month, and small errors slipped through.

What we built

Automated receipt collection by email and SMS, AI-assisted categorisation with confidence scores, and a reconciliation first pass that flags only the mismatches worth a second look.

The result

Close finishes two days sooner, 31 hours are saved every month, and the partners can take on new clients without hiring for busywork.