Expert guide
Case Study: Month-End Close Excel VBA Automation
Before → After: close cycle cut from 8 days to 5 - about 3 days of senior finance capacity recovered each month
Before: fragile close, expensive delay
Controllers reconciled 40+ accounts by exporting CSVs from the ERP and matching in Excel with fragile formulas. Every late day delayed management reporting and burned overtime.
Calendar burn
Eight business days to close - three more than leadership wanted.
Labor cost
Estimated ~$3,500/month in overtime and delayed decision-making (~$42,000/year).
Error risk
Exceptions often found after posting, creating reverse entries.
After: controlled close workbook
We built a fixed-scope close workbook: import macros, tie-out checks, exception highlighting, and one-click export back to ERP format - plus a runbook for audit readiness.
Measured outcomes
Close calendar reduced by 3 business days every cycle
~$42,000/year in overtime and delay cost avoided
Reconciliation exceptions caught before posting
Documented runbook for audit readiness
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