Modern Accounting Office

Connie had been a controller for almost a decade, and while she loved her job, the close never got any easier. Doing things manually was becoming unsustainable, remote collaboration wasn’t feasible, and employees were grumbling.

Meanwhile, Vinny, their newest accountant, claimed to have saved significant time during the close at his prior company, because over 90% of their transactions were automatically reconciled.

Connie’s interest was piqued, but the first hurdle was getting Morris—a tenured accountant on the team—on board.