Case Study: Guideline streamlines revenue reconciliation and closes faster with Leapfin

Guideline cuts month-end close to 5 days with Leapfin

Guideline, an affordable retirement platform for small and midsize businesses, faced significant challenges scaling its revenue accounting due to rapid growth. With disconnected systems including a homegrown billing system, Stripe, and NetSuite, its lean team performed slow, manual reconciliations on millions of transactions, stretching the monthly close process and creating audit concerns. The company sought a solution from vendor Leapfin that could automate this process without requiring a change to its existing billing system.

By implementing Leapfin's AI-powered revenue reporting platform, Guideline automated its reconciliation, seamlessly connecting its disparate financial data sources. The solution from Leapfin delivered real-time reconciliation, dramatically reduced errors, and cut the monthly close time back to five days. This automation allowed the six-person team to manage over $120 million in GAAP revenue, pass an audit successfully, and focus on delivering strategic insights instead of manual work.

Guideline