Automating Trial Balance Processing for a Real Estate Fund
A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets.
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Process Automation
Eliminate the manual work that’s holding you back with strategic Process Automation Services
Imagine Your Team Operating at Their Highest Capability
Your analysts spend their time uncovering insights rather than compiling data. Your accounting team focuses on strategic financial planning instead of reconciling spreadsheets. Your operations staff builds relationships and solves complex problems instead of copying information between systems.
Process automation makes this possible—transforming routine, repetitive tasks into automated workflows that execute with perfect consistency while your people focus on work that requires human judgment, creativity, and strategic thinking. Organizations that automate effectively don’t just save time; they fundamentally change what their teams can accomplish. Yet most organizations lag far behind their potential.
Where Process Automation Creates Measurable Impact
Financial Close and Reconciliation. Automate reconciliations, journal entries, and consolidation workflows that currently consume days of your accounting team’s time each month.
Invoice Processing and AP. AI extracts data from invoices regardless of format, matches them to purchase orders, routes them for approval, and updates your accounting system—all without manual data entry.
Customer Communication. Routine communications—order confirmations, shipping notifications, payment reminders—can be automated based on triggers and business rules, freeing your team for conversations that require personal attention.
Custom AI Agents for Complex Workflows. We develop intelligent agents tailored to your specific processes that understand your terminology, make context-aware decisions, and handle the variations that break simple rule-based automation.
Related Insights
Reclaim Strategic Capacity with Process Automation Services
We’ve implemented process automation across dozens of organizations, and we’ve learned that success demands understanding which processes create the most value when automated and designing solutions that handle the exceptions and variations that characterize real business operations. Here’s how we help:
Manual Data Management to Automated Integration
We design and implement automated data pipelines that move information between systems on schedule, validate data quality, handle standard exceptions, and alert you only to issues requiring human judgment. Your team stops being data couriers and starts being data analysts.
Week-Long Closes to Same-Day Insight
We automate account reconciliations, journal entry preparation, intercompany eliminations, and report generation. Month-end closes that once took a week can often be reduced to a day or less, with better accuracy and complete audit trails. Your leadership gets the financial insights they need while the month is still relevant.
Repetitive Report Building to Automated Delivery
We create automated reporting workflows that refresh dashboards and distribute reports on schedule without manual intervention. When leadership needs information, it’s already waiting for them—current, accurate, and consistently formatted.
Exception-Driven Chaos to Intelligent Processing
Traditional automation breaks when it encounters variation. We leverage AI-powered solutions that understand natural language, recognize patterns in varying formats, and make context-aware decisions. AI extracts information from invoices with different layouts, interprets contracts with varying structures, and handles the exceptions that used to require manual intervention.
Error-Prone Manual Work to Consistent Execution
Automated processes execute the same way every time, eliminating the transcription errors and missed steps that occur in repetitive manual work. They also create detailed logs automatically, giving you the audit trails compliance requires without additional documentation effort.
Where Process Automation Creates Measurable Impact
Financial Close and Reconciliation: Automate reconciliations, journal entries, and consolidation workflows that currently consume days of your accounting team’s time each month.
Invoice Processing and AP: AI extracts data from invoices regardless of format, matches them to purchase orders, routes them for approval, and updates your accounting system—all without manual data entry.
Customer Communication: Routine communications—order confirmations, shipping notifications, payment reminders—can be automated based on triggers and business rules, freeing your team for conversations that require personal attention.
Custom AI Agents for Complex Workflows: We develop intelligent agents tailored to your specific processes that understand your terminology, make context-aware decisions, and handle the variations that break simple rule-based automation.
Proven Results that Build Momentum
Organizations we’ve worked with have achieved significant time savings through targeted automation:
- Trimmed management reporting packages from 24 hours to 2 hours
- Cut investment reconciliation and journal entry processing from 8 hours to 30 minutes
- Streamlined grantor invoicing from 15 hours to under 5 hours
You don’t need to automate everything at once. We help you identify quick wins that build momentum and demonstrate value, creating organizational buy-in for larger automation initiatives. By starting with high-impact processes that deliver measurable time savings, you build the foundation for broader transformation while seeing immediate ROI.
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.