Financial services
Mesa Ledger
Mesa Ledger closes the month in four days, not nine
A fintech finance team turned month-end close into a timed checklist with approvals, owners and an audit trail.
4 days
Month-end close, down from 9
212
Approvals routed each month
01 — The challenge
Mesa’s month-end close ran on a 300-row spreadsheet. Dependencies were implicit, approvals happened in chat, and the controller spent the first days of each month working out what was blocked.
02 — The solution
The team rebuilt the close as a Kilter project with dependent tasks, owners and due dates, with approvals routed by amount threshold.
Dependent close tasks with owners and dates
Threshold-based approvals
Close dashboard for the CFO
03 — The results
Close time fell from nine working days to four within three cycles, and every approval is now recorded with its context.
I used to spend day one of the close building a picture of where we were. Now I open the dashboard and start fixing what’s late.
Marcus Bell
Controller, Mesa Ledger
Mesa Ledger — Hands holding tax forms with calculator and laptop
Mesa Ledger — a group of women sitting around a table working on a project
