Data Entry Modernization
Bookkeeping · Professional services firm
Bookkeeping
Data Entry Modernization
Transaction workflow redesign that cut close time and improved statement accuracy.
Client type
Professional services firm
Timeline
5-week workflow redesign
The Challenge
What was getting in the way
The starting point before we rebuilt process, reporting, or both.
Staff entered invoices and bills by hand with inconsistent dates and missing attachments. Reconciliations took too long, and statements often needed rework before they were usable.
Our Approach
What we put in place
Practical steps that created a repeatable finance rhythm.
01.
Connected bank and credit-card feeds, then set rules for recurring vendors.
02.
Introduced a weekly transaction review instead of a month-end pile-up.
03.
Added a document checklist so invoices and bills were attached before close.
Results
What changed
- Weekly review replaced end-of-month data entry marathons.
- Reconciliation time fell by roughly half after rules were in place.
- Statements required fewer revisions before owner review.
Services Used
Related capabilities
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