Success stories / case Studies

TaskRabbit Automates Revenue Reconciliation

The Challenge

TaskRabbit, a global platform with 2,000+ employees and 200,000+ monthly transactions, faced major obstacles reconciling revenue between Stripe and NetSuite. Despite working with a traditional provider for 4 months, results fell short.

Pain Points Included:

  • 150k+ transactions/month, handled manually

  • Complex flows: customer payments, service payouts, fees, discounts, and refunds

  • Increasing discrepancies and materiality issues

  • Delayed and error-prone financial reporting

The Solution: our AI Automation

In just 2 weeks, we implemented a custom AI agent that:

  • Reconciles Stripe, cash balances, and internal logs continuously

  • Syncs revenue data automatically with Snowflake for real-time insights

  • Removes the need for manual entries or delayed adjustments

Stack Integrated: Stripe · Excel · SQL · NetSuite · Snowflake

Results Delivered

Benefit Impact

Manual Work 1,920 labor hours saved/year

Materiality Threshold Reduced by 70%

Reconciliation 85% process automated

Decision-Making Real-time financial analytics

“ accomplished in 2 weeks what a legacy vendor couldn’t do in 4 months.”
— Amy Zhang, CFO at TaskRabbit

Ready to Eliminate Manual Reconciliation?

Let us show you how AI can streamline your month-end processes, starting with revenue.

How Jade Global Cut Their Month-End Close by 60% with AI

The Challenge

Jade Global, a fast-growing IT services firm with 1,800 employees and $350M in annual revenue, was stuck in a painful month-end close:

  • 3,000+ manual journal entries across 5 subsidiaries

  • Complex reconciliations (intercompany, multi-currency, inventory, depreciation)

  • Scattered documentation across emails, cloud folders, and spreadsheets

  • 10–12 day closing cycles and overtime burnout

  • Frequent errors showing up months later

“Our team was burnt out, still finding mistakes long after month-end. The process felt endless.”
— Rama Karanam, CFO at Jade Global

The Solution

Jade Global deployed AI-powered automation that works hand-in-hand with their finance team:

  • Real-time monitoring of financial transactions

  • Automated journal entry creation & posting

  • Smart variance detection

  • Automated reconciliation workflows

  • Real-time close tracking with audit trails

  • Exception handling with human oversight

The Results

  • 85% fewer manual journal entries

  • 70% drop in overtime hours

  • Close cycle cut from 10 to 4 days

  • Enhanced audit readiness and reporting accuracy

“It’s like having a tireless assistant that never makes calculation errors. Now we can focus on analysis, not data entry.”
— Rama Karanam, CFO at Jade Global

Ready to transform your close process?

Let AI do the heavy lifting.

Use Case: Automating Employee Benefit Plan Audits

Company: CLA – CliftonLarsonAllen
Industry: Public Accounting
Headquarters: Minneapolis, MN
Employees: 10,000
Revenue: USD 2B

The Situation

CLA manages the largest volume of employee benefit plan audits in the United States. During peak seasons—tax time and summer (due to 5558 extensions)—auditors work 60–65 hours per week, often pulling all-nighters to meet deadlines. The workload is intense, and even minor errors can have major financial impacts. Maintaining quality under pressure while preserving work-life balance has become a serious challenge.

Key Challenges

  • Time-consuming audits: Each one takes 120–200 hours

  • Dual peak seasons: Tax season & summer (5558 extensions)

  • Over-reliance on senior staff: High-value talent handles routine tasks

  • Limited staffing options: CLA keeps all work in-house, despite labor shortages

  • High error risk: Mistakes can cost millions

The Solution: AI Automation

CLA implemented AI Agent, an AI-powered automation platform that works alongside their audit team without disrupting existing workflows.

Automation included:

  • Audit packet retrieval from TPA websites

  • Intelligent trial balance creation

  • Automated SOC report analysis

  • Smart document organization and classification

  • Seamless integration with existing audit software (e.g. NetSuite)

Results

  • 60,000 labor hours saved annually

  • Significantly improved employee satisfaction

  • USD 3M in annual savings

Ready to see what’s possible?

Let’s talk about how AI automation can streamline your audit processes too.

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