Case studies
Success is more than just satisfaction. Discover how automation has transformed processes for large companies and multinationals, simplifying the routine for finance, accounting, and operations teams.
Débora dos Santos
Accounting Analyst at PUC-RS
Challenge
Reduce manual work and time spent reconciling thousands of financial transactions through various payment methods, such as credit cards, debit cards, bank slips, transfers, and mobile payments.
Results
Reconciliation process became 90% faster, and the accounting team saved 220 hours per month, which are now reallocated to analysis and issue resolution.
Débora dos Santos
Accounting Analyst at PUC-RS
Challenge
Reduce manual work and time spent reconciling thousands of financial transactions through various payment methods, such as credit cards, debit cards, bank slips, transfers, and mobile payments.
Results
Reconciliation process became 90% faster, and the accounting team saved 220 hours per month, which are now reallocated to analysis and issue resolution.
Leandro Mariotto
Nutrien's Controllership Coordinator
Challenge
Consolidate the accounting routines of 14 companies and 500 account groups, bringing uniformity to the financial data reported globally.
Results
In 6 months, Nutrien automated 100% of the reconciliations for its 14 companies, 500 account groups, and more than 3,000 accounts. This drastically reduced human intervention in spreadsheets, resulting in more accurate data being reported to the Canadian headquarters.
Leandro Mariotto
Nutrien's Controllership Coordinator
Challenge
Consolidate the accounting routines of 14 companies and 500 account groups, bringing uniformity to the financial data reported globally.
Results
In 6 months, Nutrien automated 100% of the reconciliations for its 14 companies, 500 account groups, and more than 3,000 accounts. This drastically reduced human intervention in spreadsheets, resulting in more accurate data being reported to the Canadian headquarters.
Marcel Durante
CSC Manager at COFCO
Challenge
Formalize processes and gain better control over activities, deadlines, and responsibilities to ensure timely data delivery and proper information governance.
Results
Centralized closing processes, automated accounting reconciliations, ensured data quality, and provided transparency for audits through the use of dashboards, approval controls, and justifications. Custom rules for data cleaning, processing, and matching were created for over 850 accounts across 15 account groups, with more than 2 million records inserted into the platform every month.
Marcel Durante
CSC Manager at COFCO
Challenge
Formalize processes and gain better control over activities, deadlines, and responsibilities to ensure timely data delivery and proper information governance.
Results
Centralized closing processes, automated accounting reconciliations, ensured data quality, and provided transparency for audits through the use of dashboards, approval controls, and justifications. Custom rules for data cleaning, processing, and matching were created for over 850 accounts across 15 account groups, with more than 2 million records inserted into the platform every month.
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