Closing the books in four days at a $180M vertical SaaS.
A 200-person finance team running on NetSuite cut month-end close by more than half and held 97.8% reconciliation accuracy — without adding headcount.
.01Close time−64%11 days → 4 days
.02Reconciled accuracy97.8%across automated runs
.03Payback2 quartersfully-loaded vs. avoided FTE cost
The Situation
Finance was running on NetSuite with eight close-related processes coordinated through Slack threads and shared spreadsheets. Month-end close stretched eleven days. AP exceptions queued for a full week before anyone touched them. Audit prep consumed the controller's entire quarter — every quarter.
Headcount additions were off the table for the fiscal year. The CFO had been told to hold finance flat while revenue grew 35%. The exec team needed close compression without a hiring round.
The Engagement
A two-week audit phase mapped the close calendar, every exception type by frequency and dollar exposure, the approval matrices in use, and the current state of integrations across NetSuite, the banking partners, Stripe, and the data warehouse. Output was a sequenced roadmap with three phased deployments and projected close-time compression at each phase.
Build ran six weeks. AgentPrime led the engineering with a principal engineer, solutions architect, and deployment lead embedded with the controller and the finance systems owner. The customer's team contributed roughly 18 hours total across the full engagement.
What We Built
An end-to-end finance agent that owns the operational chain from invoice intake to month-end close. Invoice triage and exception resolution run continuously, with the agent routing exceptions by policy band and citing the source documents inline. Reconciliations across bank, AR, AP, and GL run on a continuous loop instead of a month-end batch. Close progress is tracked live, with variance detection surfacing the few items that actually need controller attention.
Policies were encoded from the company's actual approval ladders, materiality thresholds, and variance classifications — not a template. The agent operates inside NetSuite and the banking partners directly. No parallel ledger, no data migration, no rip-and-replace.
The Outcome
Close compressed from eleven days to four. AP exception queue cleared continuously instead of weekly. 97.8% reconciliation accuracy held steady across automated runs, with the controller spot-checking material decisions instead of reviewing everything.
The controller redirected the equivalent of one full FTE of capacity into FP&A work that did not previously exist — quarterly board pack analytics, scenario modeling, and a cash forecast that ties to the operating model. Audit prep dropped from a quarter-long fire drill to a three-week structured pass. Payback on the engagement landed inside two quarters.
"We didn't just close faster. We closed with more confidence. Our team stopped being a bottleneck and started being a forward-looking function — for the first time since I joined."
