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P—01NDA

Treasury platform

Month-end close went from six days to one.

Client
Mid-size fintech, Brazil
Sector
Fintech
Our role
Product, Design, Engineering
Duration
5 months
Year
2026
FintechScreens withheld under NDA
01 — Challenge

Finance ran reconciliation across four banks in spreadsheets, with no single view of cash.

02 — Approach

We mapped the close process end to end, then built a ledger that ingests bank feeds and flags exceptions.

03 — Outcome

Reconciliation is now continuous. The team reviews exceptions instead of rows.

6→1days to close the month
4banks unified
92%entries matched automatically
StackTypeScriptNode.jsPostgreSQLAWS
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