About Client
A Texas-based private firm investing in and managing properties across the U.S., Canada, and Europe to deliver long-term value for investors.
Background
- Client’s finance team handles vast volumes of financial data every month, particularly through General Ledger (GL) entries recorded across multiple properties. These records are critical for accurate reporting and compliance, but the manual review process is time-intensive and susceptible to human error.
Challenge
Every month, thousands of GL entries flow in from systems like Yardi. Some entries inevitably end up in the wrong account or category due to:
- Ambiguous descriptions
- Human oversight
- Limited contextual understanding of prior entries
Correcting these issues manually consumes valuable time and energy. Worse, manual reviews themselves can introduce new mistakes. Client wanted a smarter way to accelerate reviews, ensure accuracy, and free up their finance team to focus on higher-value work, without losing control of the final decision-making.
