Case Study: Enterprise Finance Company achieves 30% faster month-end close and recovers 2% revenue with SnapLogic AgentCreator

Enterprise Finance Team Delivers Business Value and Revives Operational Efficiency With AgentCreator

SnapLogic’s finance team faced a recurring challenge: signed customer order forms saved as PDFs in Box often didn’t match the structured data in Salesforce and billing systems, forcing time-consuming monthly manual reconciliations that slowed month-end close and risked lost revenue. As the company grew, multi-year and co-termed deals made this unscalable, creating inaccurate reporting and potential unrecovered revenue.

SnapLogic built an application using AgentCreator to automatically identify and extract unstructured data from PDFs and reconcile it with CRM and billing records (integrating SnapLogic iPaaS, Salesforce, Box, and DocuSign). The automation shortened the month-end close by 30%, cut contract review effort by 90%, and immediately recovered roughly 2% of revenue (millions of dollars), while delivering more accurate, board-ready reporting and a scalable process for future gains.