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Accounting

Capitalize helps accounting and finance teams automate reconciliations, consolidations, and reporting so they can hit every deadline with confidence, without burning out in the process.

Talk to an Accounting Automation Expert

Accounting Is Always on the Clock

Month-end, quarter-end, year-end — those dates don’t move.

 

Invoices must be sent. Paychecks must go out. Taxes and regulatory filings must be flawless. Executives, boards, auditors, and sometimes the SEC or shareholders are waiting on numbers that have to be right.

 

There’s almost no margin for error:

  • A missed reconciliation can mean misstated financials.

  • A typo in a tax or payroll file can create penalties or compliance issues.

  • Manual workarounds make it harder to explain or defend the numbers.

 

Meanwhile, the expectations keep rising, but the tools often don’t.

Our Technology Platforms

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Why Are So Many Accounting Teams Still Living in Excel?

Most accounting teams work across multiple systems that don’t talk to each other. Because these systems don’t fully integrate or don’t meet all accounting needs, teams are forced to build “off-system” processes — usually in Excel.

The result? Endless spreadsheets, fragile formulas, manual copy/paste, and late nights at close. No technology will replace accountants — but the right technology will replace a huge portion of this manual, repetitive work.

What We Do for Accounting Teams

We help accounting organizations replace fragile Excel workarounds with automated, repeatable, and auditable processes powered by modern data and analytics tools like — Power BI, Alteryx, Snowflake, and more.

 We help you:

 

  • Automate reconciliations and consolidations
  • Standardize and accelerate the close
  • Produce accurate, timely reporting for every stakeholder
  • Reduce risk and reliance on key-person Excel knowledge
Accounting software

Deep Accounting Experience You Can Count On

15+

Years

200+

Projects

100+

Clients

5

CPAs

How We Help

We design and implement practical, finance-friendly solutions that reduce manual work and increase confidence in the numbers.

 

Automated Journal Entries

Automate recurring entries, eliminations, and allocations so your team isn’t rebuilding them every period.

Standardized Close Workflows

Standardize close checklists and workflows across entities to create a consistent, repeatable process.

Faster, Predictable Closes

Deliver faster, more consistent month-end, quarter-end, and year-end closes without the last-minute scramble.

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Automated Matching

Automate matching between GL, subledgers, bank files, and external systems to cut down manual comparisons.

Proactive Exception Handling

Flag exceptions proactively so your team can focus on resolving issues, not hunting for them.

Stronger Audit Readiness

Improve audit readiness with clear, repeatable reconciliation logic and an auditable process trail.

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Connected Financial Systems

Integrate ERP/GL, billing, CRM, HR/payroll, and expense systems into a unified financial data ecosystem.

Analytics-Ready Data

Training and certification: upskill users and admins so more of the organization can confidently self-serve.

No More Manual File Juggling

Eliminate or reduce manual file exports, imports, and spreadsheet stitching with automated data pipelines.

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Self-Service Dashboards

Build self-service dashboards in tools like Power BI so leaders can access the numbers they need, when they need them.

Standardized Reporting

Standardize financial and management reporting to ensure everyone is working from the same version of the truth.

Automated Data Refreshes

Refresh data automatically so reports don’t need to be rebuilt from scratch every month.

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Not sure where to start? Here are two fast, low-risk ways.

Explore where managed services can relieve the most pressure and create the most impact for your team.

 

Ideation Session

A focused ideation conversation where we map your current reality — firefights, bottlenecks, and wish-list improvements.

 

  • Clarify What to Hand Off: Identify which platform tasks drain the most time and should shift to a managed partner.
  • Spot High-Impact Opportunities: Surface the areas where proactive monitoring, optimization, or transformation would deliver the biggest win.
  • Shape a Potential Model: Walk away with a clearer sense of what a right-sized managed services engagement could include for you.
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Readiness Assessment

Understand how ready you are for managed services — and where you stand to gain the most.

 

  • Reveal Hidden Risks: See where your current support approach leaves you vulnerable to outages, performance issues, or key-person dependencies.

  • Quantify the Strain: Understand how much effort your team is spending on “keeping the lights on” versus strategic work.

  • Highlight Value Levers: Pinpoint the areas (KTLO, continuous improvement, or transformation) where managed services could create the fastest impact.

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Schedule a 30-Minute Consultation

If you’re in accounting and routinely spend more than 25 minutes on a recurring task in Excel — reconciliations, consolidations, report prep, data cleanup — there’s a very good chance it can be automated.

Let’s find out together.

Talk to An Expert

Managed Services Designed for Modern Accounting Teams

We combine steady, reliable support with proactive guidance so your platforms keep improving — not just staying online.

 

1

Understand Your Environment & Goals

We start by learning your platforms, current pain points, and what “good” looks like for your teams. Together, we align on scope, responsibilities, and the right service tier.

2

Stabilize, Standardize & Automate

We put monitoring, processes, and SLAs in place to reduce noise and risk. From there, we standardize how changes move through environments and automate wherever possible.

3

Optimize & Transform Over Time

Once the lights are reliably on, we shift focus to continuous improvement and transformation — finding new ways to increase adoption, performance, and business value.

Let Capitalize Run Your Platforms — So You Can Run the Business.

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Tell us how you’re supporting your analytics and automation platforms today, and we’ll show you how we can reduce risk, free up your team, and unlock more value.

 

Schedule a 30-minute complimentary Accounting Automations review.

Trusted Brands

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