SaaS Month-End Close Down to 5 Days
Results
(15 → 5 days)
(FP&A & leadership)
across 3 states
The Challenge
This fast-growing B2B SaaS company was struggling with fragmented financial processes. Their books were scattered across QuickBooks Online and multiple spreadsheets, bank feeds were delayed, and revenue recognition was inconsistent. The finance team was spending 15 days each month just to close the books, leaving little time for strategic analysis.
- Manual data entry from multiple sources
- Inconsistent revenue recognition for subscriptions
- Delayed bank reconciliations
- No standardized close process
Our Solution
Weekly Reconciliations
Implemented weekly bank and credit card reconciliations with automated month-end checklist to catch discrepancies early.
ARR/MRR Tracking
Built automated ARR/MRR waterfall reports and deferred revenue schedules that update in real-time.
Close Calendar
Created a standardized close calendar with owner SLAs and approval workflows for consistent timing.
System Integration
Connected QuickBooks Online with Stripe and bank feeds using simple ETL to eliminate manual data entry.
"KomliLedger transformed our month-end close from a 15-day nightmare into a 5-day streamlined process. Now our executive team gets accurate ARR reports in real-time, and we can focus on growth instead of manual data entry."
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