What it looks like when the highest ROI bottleneck gets fixed first.
The bottleneck we found, the workflow we deployed, and the revenue or time recovered for each customer below.
Vendor AgentCedarbrook Facility GroupCedarbrook Facility Group
Charlotte, NC · Commercial facilities & maintenance services · ~400 active vendors
Cedarbrook ran close to 400 active subcontractors and suppliers through one AP coordinator, who spent most of most weeks chasing W-9s, missing documentation, and the same three payment-status questions. The goal wasn't a faster inbox, it was getting that time back for actual account work.
- 20 min/day AP coordinator time on vendor email, down from 25–30 hours a week
- 100% Of vendors with a W-9 on file before year-end, up from chronic February stragglers
- 1 schedule Follow-up cadence now applied to every account, not whoever got noticed
Close AgentCrestpoint ManufacturingCrestpoint Manufacturing
Greenville, SC · Single-entity manufacturer · 100+ task close checklist
Crestpoint's close checklist ran over 100 tasks, most of it sequential, and the first several days were spent clearing exceptions and reconciliation gaps that had accumulated over the month. The CFO didn't just want a faster close — he wanted close to stop being the reason the team couldn't do forward-looking work the other three weeks of the month.
- 8 days Close cycle, down from 19
- Day 2 Flux commentary now drafted, down from day 10
- 0 Recurring accruals rebuilt manually from scratch
Reconciliation Agent + Vendor AgentHarlow Consumer BrandsHarlow Consumer Brands
Minneapolis, MN · 4 entities across 2 ERPs
Harlow grew through acquisition faster than its finance org, and intercompany elimination alone was taking three to four days every close across four entities split between two ERP systems. The finance team wasn't trying to patch the process — they were trying to stop rebuilding it by hand every time they bought another company.
- 4%→0.4% Intercompany error rate across all four entities
- Same day Intercompany elimination, down from 3–4 days
- ~70% Reduction in AP coordinator time on vendor email