How a mid-market manufacturer got a complete cash answer in 10 seconds — with the GL never leaving its network
Live in 15 minutes. A complete answer in 10 seconds that used to take 2 hours. Every model and document stayed on private infrastructure.
Situation
Hundreds of versions of the truth. Actuals pulled from the ERP, three regional spreadsheets reconciled by hand, CRM data on the side. A single department-cost question took hours of pulling and reconciling.
Problem
Disconnected finance, CRM, and people data. Sensitive actuals and supplier documents couldn't enter public AI tools. Forecast commentary had no source lineage to defend to the board.
Approach
Excel-native, so the team owns it. NetSuite first, then CRM and HR. Then a local model that queries live structured data — the general ledger never leaves the network.
Metrics
Live in 15 minutes. A complete answer in 10 seconds that used to take 2 hours. A 45-page quarterly deck that took over a week, now built in an afternoon. An attrition-risk score flagged 3 people who had already left.
Quote
"We were working within 15 minutes… it gave me more detail than anyone else could have given me, plus an executive summary." — Finance Director
Next step
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