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Visibility · Both

The numbers arrive too late.

Two weeks after month-end. By the time leadership sees last month's results, this month is half gone. We shorten the close so the numbers arrive while they still matter.

Book an assessment

What it looked like

  • Finance spends the first two weeks of every month closing the last one.
  • Bank lines are matched by hand in spreadsheets.
  • The management pack is rebuilt from scratch every month.

Financial servicesProfessional services

02 · What we did, stage by stage

What we did, stage by stage

  1. Assess

    We time every close task and find the three that hold up the rest.

  2. Map

    We map data flows between bank, ERP, payroll and the expense tool.

  3. Automate

    Feeds reconcile themselves; odd items get a suggested match for an accountant to confirm.

  4. Optimise

    We review each close for a quarter and remove the next bottleneck.

03 · The process

Month-end close

Feeds reconcile themselves, the few odd items get a suggested match, and the close takes three days.

What changed

  • Close12 days3 daysExample
Month-end closeClose: 12 days → 3 days · Example

Month-end close

  1. Last working day
  2. Bank, ERP, payroll
  3. Auto-reconcile
  4. Unmatched items?
  5. Accruals and FX
  6. VAT return draft
  7. CFO review
  8. Management pack
  9. Closed in 3 days
  10. Close: 12 days → 3 days (Example)

05 · Questions

Questions

  • Do our accountants still review the numbers?

    Yes, Devvion automates matching and preparation; accountants confirm odd items and the CFO reviews before anything is final.

  • Which accounting systems do you support?

    Devvion works with the system you run, from Xero and Zoho Books to Odoo, Sage, Business Central and SAP Business One.

See all use cases

06 · Contact

Book the assessment.

Tell us what is slowing the business down. We'll confirm the scope and the dates on a first call.