A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.
We consolidated sales and revenue data from three ERPs (used in each plant) and aligned it with GL entries, creating an automated, unified reporting layer in a centralized data warehouse with a detailed multipage Power BI dashboard.
We investigated the data and created standardized matching rules across the three ERPs, structuring the model to highlight the impact of manual journal entries and credit memos made directly in the accounting system at product level. These entries, which often caused reconciliation differences, are now clearly separated and tracked.
The Finance department is now able to explore data by location, product, or GL account through a full self-service dashboard with drill-down capabilities. This shift to real-time insight significantly reduced the time needed for month-end reconciliation and improved data confidence.
Sell-Side Quality of Earnings- August 26, 2026
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
Project Pipeline and 3-Statement Model- August 3, 2026
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
