AI implementation that actually works – for finance & operations
Proven across startups, high-growth companies, and Fortune 500 enterprises.
We've worked with organizations of all sizes – from small to large – to deliver targeted, AI solutions that reduce manual work and drive better financial outcomes.
Targeted automation
We streamline the workflows, not just "add AI".
Audit-ready by design
Controls, rules, and validations built in from the start.
Implemented in weeks
Start with one workflow, then compound the wins.
Our reviews: What clients say
about their success
Doug M., CFO.
“Ledger Summit transformed our cash flow forecasting from a weekly headache into a reliable, real-time view. We now see 13-week and 26-week projections with accuracy and simplicity we’ve never had before, all without complex spreadsheets.”
Lauren, CFO, Manufacturing Company
“The automated reconciliation tool has completely transformed our month-end close process. What used to take days now takes hours. The time savings and accuracy improvements are remarkable.”
James R., VP Finance
“Month-end close went from 10–15 days of stress and long hours to a consistent 5-day process with fewer errors and full audit trails.”
Roman, CEO, Soccer Club
“The short-term cash flow tool is a game changer. It provides clarity and confidence in our financial decisions. Our team can now focus on strategy instead of manual calculations.”
Peter, PM, Construction Firm
“The project management dashboard gives me instant insights into financial performance. It’s an indispensable tool for managing complex projects efficiently.”
Case studies: Real work.
Real outcomes
Case Study 1: AI-Powered Bank Reconciliation in NetSuite: Automation Case Study
Month-end close was taking too long.
Errors were slipping through.
And leadership didn’t have clear cash numbers when decisions had to be made.
A mid-sized business with multiple locations and bank …
Case Study 2: AI-Driven Cash Flow Forecasting & Scenario Planning (QuickBooks Online)
Cash visibility was lagging behind reality.
Forecasts were unreliable.
And leadership was making decisions without confidence.
A professional services firm with uneven client billing cycles relied on a weekly, manual cash-flow …
Case Study 3: AI-Enhanced Project Forecasting & EAC Management (Dynamics 365)
Project managers were stuck in spreadsheet mode.
Forecasts lagged behind real costs.
And financial surprises kept popping up.
In a mid-sized engineering and construction firm, project managers spent 8–12 hours each …
Case Study 4: One-Click Financial Statements & AI-Driven Insights (SAP)
Closing the books felt like a marathon.
Reports were just snapshots in time.
And the real story behind the numbers remained hidden.
A mid-sized manufacturer was spending 16–20 hours every monthly …
Case Study 5: AI-Powered Financial Statement Analysis & Driver-Based Variance Insights (Oracle)
Financial reviews were taking too long.
Important signals were being missed.
And leadership was reacting instead of leading.
A fast-growing technology company relied on manual financial statement reviews from Oracle during …
Case Study 6: Intelligent Accounts Receivable Monitoring & Collections Acceleration (Acumatica)
Cash was coming in too slowly.
Follow-ups were inconsistent.
And collections were always playing catch-up.
A growing service-based company relied on weekly manual exports and aging reports from Acumatica to track …
Case Study 7: Driver-Based Budgeting & Advanced Scenario Forecasting (Infor)
Budgeting took too long.
Scenarios were hard to model.
And decisions lagged behind reality.
A mid-sized manufacturing and distribution company relied on large, spreadsheet-driven budget models built quarterly. Each cycle required …
Project Financial Planning
See it yourself — try our live EAC Sandbox and Detailed EAC tools to experience multi-user project planning with clean visuals and board-ready summaries.
Explore the Project Financial Planning ToolsOur team: Credentials you
can trust
- MBA, CPA, PMP certifications across leadership
- 20+ years of hands-on corporate finance, accounting, and operations experience
- Proven track record delivering results in Fortune 500 and high-growth environments
- Recognized with industry awards for process improvement and financial excellence
Ready for one workflow to feel lighter?
Book a consultation. You’ll walk away with a clear, prioritized plan your team can actually adopt — no endless roadmaps, just real progress.