Prime Ai
Case StudyFinance

Month-End Close Automation: Transforming Financial Close Cycles

Prime AI Solutions helped an enterprise client automate their month-end close process, dramatically reducing close cycles, eliminating reconciliation errors, and delivering faster, more accurate financial reporting. The result: a continuous close capability with real-time visibility.

Close Cycle
Significantly reduced
Accuracy
Error-free reconciliations
Overtime
Eliminated
Visibility
Real-time dashboards

The Challenge: Lengthy, Labour-Intensive Close Process

The enterprise client faced a challenging month-end close process that consumed significant time and resources while still producing errors and delays:

Extended Close Cycles

Month-end close was taking 10+ working days, delaying management reporting and preventing timely business decisions based on financial data.

Manual Reconciliations

Hundreds of account reconciliations were performed manually in spreadsheets, creating bottlenecks and inconsistent documentation.

Post-Close Adjustments

Errors discovered after close required time-consuming adjustments and restatements, eroding confidence in financial reporting accuracy.

Staff Burnout

Close periods required extensive overtime, causing staff fatigue and increasing error rates when accuracy was most critical.

The finance leadership needed a solution that would compress the close cycle, improve accuracy, and free staff for more strategic activities.

The Solution: Intelligent Close Automation

Prime AI Solutions implemented a comprehensive close automation solution that transformed every aspect of the month-end process.

Automated Account Reconciliations

AI-powered matching algorithms automatically reconcile accounts by comparing balances across systems, identifying discrepancies, and routing exceptions to appropriate staff for investigation.

Intelligent Journal Entry Processing

Recurring journal entries are processed automatically based on predefined rules. AI suggests entries based on historical patterns and flags unusual items for review before posting.

Intercompany Automation

Intercompany transactions are matched and eliminated automatically, with the system highlighting mismatches for resolution before consolidation. This eliminates one of the most time-consuming close activities.

Close Management Dashboard

Real-time visibility into close progress with task tracking, bottleneck identification, and automated escalations. Management can see exactly where the close stands at any moment.

The Results: Faster, More Accurate Financial Close

The close automation implementation delivered transformative results:

Compressed Close Cycle

The close cycle was reduced by more than half, with the organisation now achieving close in under 5 days. Management receives financial reports significantly earlier than before.

Improved Accuracy

Post-close adjustments dropped dramatically as automated reconciliations catch errors before books are closed. Audit findings related to the close process were virtually eliminated.

Staff Redeployment

Finance staff previously consumed by close activities are now focused on analysis, forecasting, and business partnering. Overtime during close periods has been virtually eliminated.

Enhanced Controls

Automated workflows ensure consistent application of controls with full audit trails. External auditors have praised the improved documentation and reduced substantive testing requirements.

Frequently Asked Questions

Common questions about month-end close automation

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