Case Studies

Work that ties out

A closer look at engagements where we consolidated systems, automated the manual work and gave finance teams numbers they can trust.

Odoo / ERPSaudi-based trading business

Odoo Accounting Implementation

Challenge. Disconnected spreadsheets and a manual close process made it hard to trust the numbers or report on time.

Approach. Implemented Odoo accounting with a localized chart of accounts, tax configuration and approval workflows mapped to the team's close process.

Result. A single, dependable system of record with a faster, more confident month-end close.

Close time: Cut by half
Systems consolidated: 5 → 1
Manual entries: Sharply reduced

AI / QuickBooksQuickBooks-based finance team

LedgerSort — AI Transaction Categorization

Challenge. Bookkeepers spent hours each week manually categorizing QuickBooks transactions, with inconsistent results.

Approach. Built LedgerSort: an AI-powered categorization layer with confidence thresholds and human review for low-certainty matches.

Result. Routine categorization handled automatically, with people focused only on the exceptions.

Categorization time: −80%
Consistency: Standardized
Review: Exceptions only

Stripe / AutomationSubscription business

Stripe Reconciliation & Reporting

Challenge. Stripe payouts, fees and refunds never cleanly matched the ledger, making revenue reporting slow and uncertain.

Approach. Automated reconciliation of Stripe activity against the books and built reporting that accounts for fees, refunds and currency.

Result. Payouts that tie out to the cent and revenue reporting the team can rely on.

Reconciliation: Automated
Payout accuracy: To the cent
Reporting: Same-day

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