Close the books without ten spreadsheets.
For CFOs and controllers at growing companies whose close still runs on exports, VLOOKUPs and one person who knows where everything is. We build the models and automate the recurring work. A person on your team approves everything before it posts.
- 11accounting workflows running in production for a hardware company's finance team.
- 133PL feeds unified into one COGS model, replacing a monthly hand-assembly.
- 15manufacturer commission reports that match the database totals exactly, for a medical device sales agency.
- 4–5ha month of hand-done commission reconciliation, found and scoped in a RevOps audit.
Your close works. It just costs too much.
COGS gets rebuilt by hand every month from fulfillment exports and a bill of materials that only knows today's costs. Burn pacing lives in a spreadsheet. Commissions get reconciled by someone senior who should be doing something else.
It holds together until the person who built it leaves. We've walked into that exact situation mid-year. It's fixable, but it's easier before it happens.
The models first. Then the automation.
COGS & margin
Historical COGS you can actually analyze.
- 3PL and fulfillment feeds
- Freight and customs costs
- Bill of materials with history
- Contribution margin by product
Close automation
The recurring jobs, scheduled and approved.
- Journal entry prep
- Accruals and payout entries
- VAT and GST filing support
- AP approval reminders
Commissions & billing
The reconciliations someone does by hand.
- Commission tracking and payouts
- Billing data reconciliation
- CRM, billing and ERP audits
- Distributor and partner data cleanup
Leadership reporting
Numbers the board and investors see.
- Burn pacing
- Revenue and retention
- Fundraise reporting
- Executive dashboards
Nothing posts without a person.
Jobs prepare the work
Scheduled jobs pull the data, prepare the entry or report, and post a summary to Slack.
Your team signs off
Someone on your finance team reviews and approves. Nothing reaches NetSuite or your ERP before that.
Every number has a source
The models behind each entry are tested and documented, so you can trace any figure back to where it came from.
Two examples.
Accounting workflows in production
COGS from 13 3PL feeds, journal entry prep, a VAT filing tool, burn pacing and a NetSuite-to-Ramp vendor sync. Most need no manual prep before sign-off.
Read the caseRows of commission history, off Access
The whole commission operation ran in an Access database near its 2GB limit, on one person's laptop. We moved it to Azure SQL with an upload app that flags unmapped items and hospitals as data comes in. All 15 manufacturer reports match the database totals exactly.
Walk us through your close. We'll tell you what to automate first.
Tell us how your close works today. We'll reply with the two or three pieces we'd automate first, what each needs, and what stays with your team.
- The first things we'd automate
- Which models those depend on
- Where a person still signs off
- A rough timeline and team size
We reply within one business day. No cost, no sales sequence. If we're not the right fit, we'll say so in the reply.
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Rather just talk?
Thirty minutes. Walk us through your close, spreadsheets and all.
questions@kelihi.com