Reconciliation, minus the spreadsheet
The brief
A lending team was closing month-end in spreadsheets — four people, nine days, every month. Errors surfaced weeks later, usually in front of auditors.
What shipped
A reconciliation dashboard that ingests bank feeds and ledger exports, matches entries overnight, and flags exceptions the morning they appear. The first version went live in eleven days; the finance team's feedback drove the next three iterations.
Outcome
9 days → 6 hrs
Month-end close, before and after
- Overnight matching across bank and ledger feeds
- Exceptions surface next morning, not next quarter
Timeline
11 days to v1
Delivered
- Product design
- Internal tool
- Data pipeline
