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Finance teams reduced manual reconciliation during close.
Salesforce + Zendesk
New York, USA
LedgerWorks Finance
Customer Story
A finance team used Adragon AI to streamline month-end close reviews across spreadsheets, invoices, approvals, and variance notes. The workflow reduced manual reconciliation and gave leaders a cleaner view of what still needed attention.
Measured Impact
- 29% less manual close preparation
- Variance review packets prepared before close meetings
- Open items routed to the right finance owner
- Approval history retained for audit review
Adragon AI connected finance files, approval records, and operating reports so close tasks could be summarized, checked, and assigned from one workflow.
Finance reviewers used it to identify missing inputs, explain variances, and prepare close updates for leadership.
The team kept human approval on every financial output while removing repetitive data-gathering work from the close cycle.
AI Workflows
Fast Retrieval
Risk Signals
Live Reporting
Governed
Cross-team
Secure
Audited
Customer Challenge
Month-end close depended on manual spreadsheet checks and status meetings. Owners were unclear, and leadership updates often lagged behind the latest source data.
Adragon AI Solution
Adragon AI created a close assistant that reviewed source files, flagged missing context, summarized open items, and routed approvals to the right finance owner.
Outcome
Cleaner month-end status updates
Fewer late-cycle reconciliation surprises
Ready to Put Adragon AI to Work?
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