Closing the books in four days

Ledgerly's finance teams were closing month-end in nine days. We redesigned the close as a checklist with the approvals inside it.

Product design

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01

Ledgerly sells expense management to finance teams of ten to fifty people. Month-end close took nine working days, most of it chasing approvals across email. We ran twelve interviews and watched six closes, then rebuilt the product around one checklist that carries every approval, receipt and exception inside it.

The mobile capture flow was cut from seven taps to three, the report detail got a proper status stepper, and every component was documented in a set the Ledgerly team now owns. Close time fell to four days in the first quarter after launch, and the engineers built the checklist from the redline without a single clarification call.

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02 A single expense report with its status stepper
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03 Receipt capture in three taps
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04 Component sheet: buttons, inputs, badges and the date picker