TechnologyAI & Automation
Multi-entity ledger automation cut a two-week close to minutes.
99%
of manual ledger creation time eliminated — freeing the accounts team from weeks of manual data-wrangling every close.
Agentic reconciliation cut monthly close from 11 days to 4 hours.
Global Lending Platform · Financial Services
Headline result
92%
of manual reconciliation work removed from the monthly close — freeing the finance team for higher-value analysis.
Client
Global Lending Platform
Industry
Financial Services
Services
AI & Automation · Cloud & DevOps
Timeline
14 weeks
Tech / Tools
Python · AWS · LangGraph · Snowflake · Salesforce
The Challenge
Agentic reconciliation cut monthly close from 11 days to 4 hours.
Every month, the finance team reconciled loan-servicing data across three disconnected systems by hand. The process spanned more than forty manual touchpoints, took eleven days to complete, and grew more fragile with every new product line the platform launched.
Errors surfaced late, audit trails were assembled after the fact, and senior analysts spent their time matching records instead of interpreting them. As the book crossed four billion dollars, the close had become the single biggest bottleneck in the finance function.
The Approach
The Codaires Method, applied.
Four phases, from mapping the process to running it autonomously in production.
STEP 01 — DISCOVER
Mapped every touchpoint
We audited the full close across all three servicing systems, documenting more than forty manual steps and the rules analysts applied at each one.
STEP 02 — ARCHITECT
Designed the agent fleet
We architected a set of reconciliation agents orchestrated on AWS, with human-in-the-loop review, immutable audit logging, and clear escalation paths built in from the start.
STEP 03 — AUTOMATE
Deployed into production
Agents went live behind guardrails and full monitoring, matching records continuously and surfacing only genuine exceptions for a human to resolve.
STEP 04 — SCALE
Extended across the function
With the close stable, we extended the same pattern to adjacent workflows. The agents now run month-end reconciliation across the finance organization.
The Results
Measured after the engagement.
92%
Manual reconciliation work removed
4hrs
Monthly close, down from 11 days
99.98%
Automated match accuracy
3.4×
Throughput at the same headcount
"Codaires didn't hand us a tool. They handed us a close process that runs itself — and gave our analysts their month back."
VP, Finance Operations
Global Lending Platform
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