Case Studies
Finance automation portfolio demonstrations
Synthetic but realistic demonstrations of spreadsheet, reporting, reconciliation, and GL automation workflows.
AMEX Statement to QuickBooks GL Import
A repeatable finance workflow converts an AMEX statement export into a reviewer-ready QuickBooks journal. Vendor rules assign GL accounts, classes, and memos, while uncertain items are isolated before the journal is released.
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A reusable reconciliation model compares bank activity with posted general-ledger entries, applies configurable reference, date, and amount rules, and routes unresolved items into a reviewer-owned exception queue.
View Case StudyBudget vs. Actual Management Pack
An executive-ready FP&A pack combines monthly actuals and budget data, maps accounts to consistent management lines, calculates favorable and unfavorable variances, and presents decision-focused trends with visible source tie-outs.
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