Finance close
for Sagara Foods
Month-end took eight days and a lot of spreadsheets. One data platform now reconciles the books overnight and forecasts the next quarter.
- 4× faster
- month-end close
- 94%
- forecast accuracy
- 1
- source of truth
The problem
Finance closed the month in eight days. Numbers lived in five spreadsheets and three systems, and each department defended its own version.
What we built
- One data platform for sales, stock and finance
- Overnight bank and intercompany reconciliation
- A close checklist with owners and status
- A revenue forecast with its accuracy shown
The result
The books now close in two days. 96% of entries reconcile automatically, and the forecast is accurate enough that production plans by it.
4× fastermonth-end close
94%forecast accuracy
1source of truth
How it went
01 · 2 weeksDiscoverInterviews, process map and one number to move.
02 · 3 weeksDesignClickable screens and a fixed scope.
03 · 12 weeksBuildTwo-week sprints with a demo every Friday.
04 · OngoingRunMonitoring, support and improvements.
