Manufacturing
Automating a Sage month-end close from ten days to three
Month-end close relied on a manual checklist spread across email and spreadsheets, so it regularly slipped past the tenth working day.
The challenge
Month-end close relied on a manual checklist spread across email and spreadsheets, so it regularly slipped past the tenth working day.
The solution
We automated recurring journals, bank reconciliation and accrual workflows directly in Sage, with a shared close checklist and automated variance flags.
The results
- 10→3
- Days to close, cut from ten to three
- 0
- Missed close deadlines since go-live
Tech stack
Tools used
SagePower AutomateExcel
How we helped
Related services
Sage
Sage implementation, automation and integration with the rest of your stack.
Month-End
A month-end close process that finishes on schedule, every month.
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