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Experience
Client Stories
industry
Healthcare & Life Sciences

Home care services co. in need of financial checkup​

Context

A $1B services business lacked a formalized close process, clear ownership, and review checkpoints – while relying heavily on manual reconciliations of high-volume transactions. They need to modernize and scale. ​

Value Created

76%
reduction in time-to-​close​ from 25 to 7 days​
~$250K
in capacity redeployed​
90%
of bank reconciliations automated​

People

VALUE LEVERS

  1. Finance process enhancement through capability uplift

HOW WE DID IT

  • Enabled junior staff with AI-guided task support​
  • Delivered targeted training to drive AI tool adoption​
  • Redeployed ~$250K in labor to higher-value initiatives

Process

VALUE LEVERS

  1. Balance sheet clean-up & close standardization

HOW WE DID IT

  • Formalized task ownership, deadlines, and review checkpoints​
  • Consolidated GL accounts, reducing reconciliations by 25%​
  • Standardized and digitized close workflows​

Technology

VALUE LEVERS

  1. AI-enabled close acceleration & digital finance implementation​

HOW WE DID IT

  • Implemented FloQast to reduce time-to-close​
  • Deployed AI features to further accelerate close to just 7 days ​
  • Automated 90% of bank reconciliations and auto-certified 35% of accounts​
  • Launched AI-driven workflows and automated variance analysis​