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Case Study
Global SaaS Platform: Finance Close Transformation
How a 2,500-person SaaS company reduced close time from 15 days to 4 and unified three disconnected planning systems into one.
How a 2,500-person SaaS company reduced close time from 15 days to 4 and unified three disconnected planning systems into one.
The client
A global SaaS company with 2,500 employees operating across multiple regions. As the business scaled rapidly, their finance function struggled to keep pace with growth while maintaining accuracy and speed in reporting.
The challenge
The finance team was managing planning and reporting across three separate systems, each with its own data model and reconciliation requirements. Close cycles stretched to 15 working days, and significant analyst time was spent on manual data consolidation rather than value-adding analysis.
15 working days to close the books each month, limiting time for forward-looking analysis.
Three disconnected planning systems requiring manual reconciliation and data movement.
Existing processes couldn't scale with the business growth trajectory.
Stakeholders lacked real-time visibility into financial performance.
What we did
We implemented Pigment to replace the three legacy systems with a single, unified planning platform. The implementation included automated data integration, streamlined workflows, and self-service reporting capabilities.
Migrated all planning processes to Pigment, eliminating manual data movement between systems.
Built automated data pipelines from source systems to reduce manual data handling.
Redesigned close workflows to enable parallel processing and eliminate bottlenecks.
Ongoing support to maintain the platform and enable continuous improvement.
The results
The close cycle was reduced from 15 days to 4 days, freeing significant analyst capacity for strategic work. The unified platform eliminated reconciliation overhead and provided stakeholders with real-time visibility into financial performance.
What they said
"The transformation has been remarkable. We went from spending most of the month closing the books to having time to actually analyse the numbers and support the business. Bolt understood our challenges and delivered a solution that works."
Let's talk about your planning challenges. References available on request.