Automate your
accounting and finance workflows
in weeks, not months
We implement AI-powered bookkeeping, reconciliations, payroll, and FP&A automation — built on top of your existing systems. No rip-and-replace required.
Key wins for workflow automation
Six focused automation areas that move your accounting from manual spreadsheets to reliable, auditable workflows.
Bank Reconciliation & Posted Checks
Automated bank reconciliations, source-to-posted checks, and daily ledger verification with parallel controls.
Approval Workflows & Audit Trails
Role-based approval workflows with audit-ready trails. Every transaction logged, every change tracked.
Payroll Reconciliations
Cross-reference payroll registers to GL postings. Flag discrepancies before they hit financial statements.
Inventory Reconciliation
QOH-to-COGS linkage, automated variance alerts, and real-time inventory valuation checks.
Accounting Close
Automated accruals, deferrals, and pre-close reconciliation checklist. Cut close time by 50%+.
FP&A Reporting
Leadership packs, KPI dashboards, and 13-week cash flow forecasts — all from your live ledger data.
How we roll out
automation
We start with your highest-friction bookkeeping workflows, then expand layer by layer — so every phase delivers measurable ROI before the next begins.
Bookkeeping core automations
Foundation layer — get your daily operations automated first.
- Bank reconciliation automation
- Daily source-to-posted checks
- Invoice processing & matching
- Expense categorization
- AP/AR aging automation
Accounting automation layer
Accelerate your month-end close and eliminate bottlenecks.
- Month-end close automation
- Accrual & deferral scheduling
- Journal entry preparation
- Intercompany reconciliation
- Audit trail & approval workflows
FP&A reporting layer
Strategic insights for leadership, built on verified data.
- Leadership reporting packs
- KPI dashboard automation
- 13-week cash flow forecasts
- Budget vs. actual variance
- Scenario modeling
How we transition workflows to automation
A proven four-step approach. One workflow at a time, zero disruption.
Document
Map your current workflows and identify high-friction manual steps.
- Current SOP review
- Volume & frequency audit
- Pain-point ranking
Consolidate
Structure data flows and standardize inputs across your systems.
- Data mapping
- System integration
- Rule configuration
Transition
Move one workflow at a time with parallel validation.
- Shadow-run period
- Parallel reconciliation
- Team training
Scale
Expand to harder workflows and build reporting layers.
- Multi-entity rollout
- Advanced reporting
- Continuous optimization
What you walk away with after the first conversation
Every first call ends with actionable deliverables — no strings attached.
Workflow map
- Visual diagram of your current accounting processes
- Every manual touchpoint identified & documented
- Data-flow gaps and bottleneck analysis
Quick-win shortlist
- 3–5 workflows ranked by ROI, effort & time savings
- Estimated hours saved per month for each workflow
- Priority sequence — know what to automate first
Start-here plan
- Concrete next step you can execute immediately
- Tool recommendations tailored to your stack
- Yours to keep — whether you work with us or not
What clients say about their results
Real feedback from finance leaders who transitioned from manual workflows to proven automation.
Our bookkeeping used to be fully manual: bank recs in spreadsheets, constant correction entries, and close delays every month. Ledger Summit moved those tasks into automated workflows and added parallel source-to-posted reconciliation checks. Now the process runs smoothly and month-end prep is about 50% faster.
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.
Our month-end close was slow and stressful with manual accruals, deferrals, and checklist chasing. Ledger Summit converted those steps into structured accounting automations with clear approvals and independent source-to-posted reconciliation checks.
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.
We were spending 20+ hours per week on manual data entry and reconciliation. After implementing Ledger Summit's automation, we reduced that to under 2 hours. The ROI paid for itself in the first month.
We struggled with payroll reconciliation across multiple entities — every month was a fire drill. Ledger Summit automated the cross-references between payroll registers and GL postings. Now discrepancies are flagged instantly, not discovered weeks later.
MBAs and CPAs building automation
for real finance teams
Our team combines 20+ years of corporate finance leadership with deep expertise in accounting systems, AI implementation, and workflow automation.
20+ yrs
Vit Ulitovskiy, MBA
Finance LeaderLed finance teams across healthcare, engineering, and consulting. Expert in M&A integrations and financial system automation.
CPA
Vlad Ulitovskiy, MBA, CPA
Accounting & Compliance LeadCertified Public Accountant with deep expertise in compliance, accounting systems, and audit-ready workflows.
Growth
Anatolii Ulitovskyi
Growth ExpertGrowth strategist specializing in digital marketing, brand positioning, and client acquisition for finance firms.
We focus on value, clarity, and simplicity — so you can focus on growth.
finance experience
projects delivered
certifications
Certified platforms and proven controls
We operate natively inside the tools your team already uses — no migrations, no disruptions.
Accounting & ERP platforms
Payroll & AP automation
Controls & governance
Live tools and latest videos
Real implementation, not slideware. All demos from our YouTube channel.
Pricing with Guardrails
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Grant Management App with AI
AI Timekeeping App
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AI Project Planning App Demo
Expert finance teams without the overhead
Building an in-house finance department isn't always the most efficient path. High overhead, steep hourly rates, and more complexity than the work demands.
Top-level expertise
MBA + CPA leadership with 20+ years across healthcare, engineering, and consulting industries
Affordable rates
Get expert-level finance services without the cost of building and managing a full department
AI-powered automation
Every engagement leverages AI tools to keep operations lean, error-free, and insights sharp
Complete visibility
Real-time dashboards and KPI tracking so you always see exactly where your business stands
FAQ
Fast answers for finance and accounting buyers.
It means documenting your current bookkeeping and accounting SOPs, then automating one workflow at a time inside your existing systems. Each workflow includes two parallel controls: direct posting with approvals and independent source-to-posted reconciliation.
Every report pulls from your live ledger. We build automated reconciliation checks that compare source data to posted transactions, so the numbers your leadership sees are always verified.
No. We work with QuickBooks, Xero, NetSuite, and most major platforms. Automation layers sit on top of your current stack — zero system changes required.
The opposite. Each automated workflow includes parallel reconciliation checks and role-based approvals. Most clients see error rates drop significantly after the first workflow goes live.
Source-to-posted reconciliation runs independently of the posting workflow. Discrepancies trigger alerts before they reach financial statements.
A workflow map of your current accounting processes, a shortlist of quick-win automations ranked by impact, and a start-here plan you can act on immediately — no commitment required.
Ready to automate one
high-friction workflow this month?
Book a free 30-minute call. Walk away with a workflow map, quick-win list, and a start-here plan — whether you work with us or not.
Book a free call →