Decisions
15 Case Studies
A Decisions Case Study
KnowLedger, a middleware data service for investment portfolio systems and general ledgers, needed to eliminate the time-consuming manual transfer of portfolio data into journal entries while maintaining accuracy and accounting oversight. To solve this challenge, KnowLedger selected Decisions and its no-code rules engine and system integration platform to build a more automated, scalable accounting workflow.
With Decisions, KnowLedger rapidly built its first workflows and tests in just five weeks, using automated rules and integrations to move data from SQL and other systems into its accounting processes. The result was a 60% reduction in manual effort, the ability to manage 3x the expected data volume, and stronger confidence from prospective customers thanks to improved scalability and data accuracy.
Ryan Kerry
Chief Executive Officer