ROI Calculators
Pick a workflow to see exactly how much time and money automating it can save. Each estimate is built from the numbers you enter — no account, no email gate to start.
Bank Reconciliation ROI Calculator
See exactly how much time and money you can save by automating bank reconciliation with AI.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
Bulk Processing
Transactions are matched in bulk while your team focuses on exceptions.
Multi-Strategy Matching
Exact, amount-tolerance, date-proximity, and fuzzy matching catch edge cases.
Real-Time Cash Position
Always know your true cash position without waiting for manual reconciliation.
Exception Review Queue
Human-review queue with per-item reasoning so your whole team can work exceptions.
ERP Write-Back
Matched and approved transactions post directly to QuickBooks, Xero, or NetSuite.
Read-Back Validation
Every write is confirmed against the ERP so the books stay the system of record.
Before & After
- Export bank statement + GL to CSV, open in Excel
- Sort, filter, and attempt VLOOKUP matching
- 3–8 hours per week per bank account
- Keying mistakes and missed matches on every run
- No cash position visibility until formal reconciliation
- Bank migrations require full re-key of historical data
- Bank feeds connect automatically via Plaid or file upload
- All matching strategies run continuously
- Team reviews only the exceptions, not full files
- Matches verified with read-back validation
- Real-time cash position dashboard always available
- Bank migrations handled with historical lookback
How It Works
Connect Your Bank Feeds
Securely link your bank accounts and ERP system in minutes.
Match & Categorize
Matching strategies process thousands of transactions instantly.
Review Exceptions Only
Focus on the exceptions that need human judgment, not the matches.
Frequently Asked Questions
Month-End Close ROI Calculator
See how much faster your team can close the books with automated month-end workflows.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
Orchestrated Close Pipeline
Reconciliation, classification, validation, and reporting in one workflow.
Continuous Reconciliation
Bank and sub-ledger matching runs as transactions post, not just at month-end.
Exception-First Review
Your team reviews only flagged items, not every transaction.
GAAP Statement Generation
Balance sheet, income statement, and cash flow auto-formatted to presentation standards.
Audit-Ready Documentation
Every figure traces to a rule + source + tool call.
Multi-Entity Support
Close all entities in parallel and consolidate automatically.
Before & After
- Close takes 12+ days of firefighting and manual reconciliations
- Bank statements and sub-ledgers reconciled in separate spreadsheets
- Journal entries drafted by hand and reviewed for errors
- Variance analysis done after statements are finalized
- No visibility into close status across teams
- Close runs continuously — 4 days or less end to end
- All reconciliations matched automatically with exception review
- Journal entries drafted by AI, approved by your team
- Variance analysis included by default
- Live close-status dashboard for the whole team
How It Works
Connect Your Systems
Link ERP, banks, and sub-ledgers once.
Workflows Run the Close
Reconcile, classify, validate, and draft entries automatically.
Review & Approve
Approve exceptions and journal entries — then close.
Frequently Asked Questions
Revenue & Accruals ROI Calculator
See how much time you save by automating ASC 606 revenue recognition and accrual entries.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
ASC 606 Compliance
Relative-SSP allocation and recognition/deferral computed deterministically.
Delivery-Status Classification
Automatically classify each revenue transaction by delivery status.
Intercompany Eliminations
Consolidation handled automatically when you run the close.
Journal Entry Drafting
Recognition and deferral entries drafted with full audit documentation.
No More Spreadsheet Drift
Recurring accruals that stay in sync instead of drifting at month-end.
Read-Back Validation
Entries post to your ERP with confirmation checks.
Before & After
- 200-row Excel model that takes days to build
- Recognition decisions impossible to audit
- Manual classification by delivery status
- Accruals drift and require rework each month
- Every recognition decision backed by contract + delivery confirmation
- Audit-ready documentation — walk a reviewer through any line item
- Automatic classification and intercompany elimination
- Accruals stay in sync with the source data
How It Works
Classify Transactions
AI classifies each revenue transaction by delivery status.
Allocate & Recognize
ASC 606 allocation and recognition computed deterministically.
Draft & Post
Journal entries drafted and posted with read-back validation.
Frequently Asked Questions
Invoice Processing ROI Calculator
See how much you save by automating AP invoice capture, coding, and matching.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
Any Format, Extracted
Line items, tax, and vendor details extracted from PDF, scan, or electronic.
2-Way / 3-Way Matching
Match invoices to POs and receipts automatically.
Duplicate Detection
Catch double-submitted invoices before they're paid.
Multi-Currency Support
Multi-currency invoice processing with FX conversion.
ERP Posting
Post directly to your ERP with full audit documentation.
Exception Routing
Only mismatches reach your team — the rest flows through.
Before & After
- Each invoice keyed manually into the ERP
- 2-3 days of invoice backlog at month-end
- 5% error rate from manual data entry
- No visibility into approval status
- Duplicate invoices paid by accident
- Invoices captured in seconds from any format
- Real-time AP pipeline with no backlog
- Error rate below 0.5%
- Full approval and audit trail on every invoice
- Duplicates flagged before payment
How It Works
Capture
Upload or connect — invoices are extracted instantly.
Match & Code
2/3-way matching and GL coding applied automatically.
Approve & Post
Your team approves exceptions; the rest posts to your ERP.
Frequently Asked Questions
Cash Application ROI Calculator
See how much faster you can clear your AR by automating payment-to-invoice matching.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
Remittance Parsing
EDI 820, lockbox, and ACH addenda parsed automatically.
AI Payment Matching
Match payments to open invoices with high accuracy.
AR Aging in Hours
Clear your aging faster — collections work from a clean file.
Suspense Account Detection
Catch payments sitting in suspense waiting for manual resolution.
ERP Write-Back
Applied cash posts to your ERP with read-back validation.
Exception Workflow
Unmatched items routed to the right collector with reasoning.
Before & After
- 200+ payments/day with a multi-day backlog
- Remittance data keyed by hand from PDFs and emails
- Unmatched items sit in suspense for weeks
- No visibility into which invoices are paid
- Payments matched in real time as they post
- Remittance parsed automatically from any format
- Suspense cleared by exception workflow, not manual review
- Clean AR aging every morning
How It Works
Connect Payment Sources
Link lockbox, ACH, and bank feeds.
AI Matches Payments
Payments matched to open invoices automatically.
Review Exceptions
Only true exceptions reach your team.
Frequently Asked Questions
Collections ROI Calculator
See how much additional cash you can collect by automating AR collections.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
AI-Scored Risk
Prioritize the queue with risk scores on every account.
Automated Dunning
Dunning sequences sent automatically at the right cadence.
Collector Routing
Delinquent accounts routed to the right collector.
Full Audit Trails
Every outreach and decision logged.
DSO Reduction
Faster collection cycles across the portfolio.
Outreach Automation
Reminders and follow-ups handled by the workflow.
Before & After
- Collectors manually prioritize accounts each day
- Dunning emails sent by hand, inconsistently
- No visibility into which accounts are at risk
- 40% of collectable cash tied up in receivables
- Queue auto-prioritized by AI risk score
- Dunning sent automatically at the right cadence
- Risk and aging visible for every account
- DSO reduced and cash collected faster
How It Works
Score the Portfolio
AI scores every account by collection risk.
Automate Outreach
Dunning and reminders run automatically.
Escalate Smartly
High-risk accounts routed to the right collector.
Frequently Asked Questions
Financial Reporting ROI Calculator
See how much time you save by generating GAAP financial statements automatically.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
GAAP Presentation
Balance sheet, income statement, and cash flow formatted to ASC 210/220/230.
Formula-Linked Excel
Output with live formula links — change one number, all statements update.
Multi-Period Comparison
Period-over-period views included by default.
Auto-Generated Disclosures
Disclosure schedules built from sub-ledger data.
Variance Analysis
Included with each package, not a separate workpaper.
Audit-Ready
Output usable directly in audit workpapers.
Before & After
- 2-day monthly financial package built in Excel
- Balance Sheet/Income Statement/Cash Flow built separately
- Formulas break when rows are inserted by others
- Disclosure schedules built from sub-ledgers manually
- Variance analysis in separate workpaper, post-close
- Trial balance upload generates complete package in 45 sec
- BS/IS/CF formula-linked in single workbook automatically
- Formulas never break — AI maintains linkage integrity
- Disclosures auto-populated from contract/delivery data
- Variance included by default with each package run
How It Works
Upload Trial Balance
Upload or connect your ERP.
AI Classifies
Accounts classified and statements built to GAAP presentation.
Download & Export
Formula-linked Excel or direct ERP export.
Frequently Asked Questions
Payroll Reconciliation ROI Calculator
See how much time you save by automating three-way payroll matching.
Enter Your Numbers
Your Results
Enter your values and click Calculate to see your ROI
Estimates use modeled, industry-typical assumptions — not measured customer data. Adjust the inputs above to match your own numbers, and treat the result as a starting point, not a guarantee.
What's Included
Three-Way Matching
Match payroll entries to bank debits and GL postings automatically.
Discrepancy Detection
Catch missing deductions and mis-posted amounts before they become compliance issues.
Gusto Integration
Direct payroll integration, plus generic import for other providers via file export.
Tax Tracking
Deductions and tax items tracked and verified per period.
Audit Trail
Every match decision logged with attribution.
Exception Review
Only discrepancies reach your team.
Before & After
- Payroll entries matched to bank by hand each period
- Missing deductions caught months later
- Tax and deduction items tracked in spreadsheets
- 6+ hours per pay period per entity
- Three-way match runs automatically each period
- Discrepancies flagged before they become issues
- Tax tracking verified with every run
- Hours per pay period cut to minutes
How It Works
Connect Providers
Link payroll, bank, and GL data.
AI Matches
Three-way matching runs automatically.
Review Exceptions
Only discrepancies reach your team.