The month-end close, done in a single workday.
Dozens of manual steps, every month, that no one had ever written down.
First workdays of the month
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Agentability fit score
Steps run fully unattended
New month-end close time
The challenge
Every month the close touches bank and credit card reconciliations, AP invoice intake and open-balance checks, customer invoicing, expense and income classification, journal entries, exception review, and KPI checks. Most of it lived in people's heads, not in any documented workflow.
What we did
One recording, mapped by Diligent4 into 3 phases and 10 steps, then scored against the four automation platforms already in the team's stack. MS Power Platform came out on top at an 83% fit.
The value
6 of the 10 steps run unattended, 3 more complete with a person approving, and 1 stays manual where the judgement call needs context that isn't on screen. The team that was sceptical is now rolling Diligent4 out across the department.
Ten steps. Each one knows who runs it.
The close, mapped from one recording into three phases. The repetitive parts run unattended; the judgement calls stay with the team.
Scored against the platforms already in their stack.
No new tooling to buy. Every step scored on each of the four platforms the team already runs, and one recommended.
Each step scored on each platform. Power Platform and UiPath tie on fit; Power Platform was recommended. Manual steps are flagged, not forced.
The team was sceptical about handing a finance-critical process to automation. Once it went live, what used to stretch across the first days of the month was done in a single workday.
One finance workflow built trust. Then the whole organisation.
Diligent4 scanned the rest of the organisation the same way, ranking every opportunity by projected return.
Sessions analysed org-wide
Hours saved a year, realised and projected
Saved a year, risk-adjusted
Next opportunity, already queued
Governing every process across finance
Publicly traded holding company · $1.5B market cap
saved per year, risk-adjusted
Turning support knowledge into a governed workflow
Private global enterprise software company · $1B+ valuation
one support workflow, mapped end to end