The challenge
Finance re-keyed the same data across billing, the GL, and reporting every month — slow, error-prone, and impossible to scale across multiple entities.
What we built
A document bridge that moves approved data between systems automatically, with validation checks and a human review step for exceptions only.
The production workflow
Trigger
Approved billing batch posted
Automated
Data validated + mapped across systems
Guard
Exceptions routed for human review
Automated
GL + reporting updated; log written
The result
Month-end manual entry fell sharply, errors dropped, and the finance team got days back to spend on analysis instead of transcription.