5 days → 6 hours month-end close
Reconciliation was a nightmare. We had accounts at Schwab, Fidelity, and TD, plus our own general ledger, and nothing matched without three days of manual work every month. ThunderStaff built an automated reconciliation engine that matches transactions across all custodians, flags exceptions by variance threshold, and generates reconciliation reports with full audit trails. Month-end close went from 5 days to 6 hours. We stopped paying our bookkeeper overtime and our advisors finally trust the numbers in client reports.
The Problem
Accounts at Schwab, Fidelity, and TD plus their own general ledger — nothing matched without three days of manual work every month.
The Solution
ThunderStaff built an automated reconciliation engine that matches transactions across all custodians, flags exceptions by variance threshold, and generates reconciliation reports with full audit trails.
Key Results
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Wealth Management Firm
RIA & Financial Planning • Illustrative U.S. scenario • 5 Advisors, 3 Staff
Note: Scenarios and ROI models presented below represent illustrative customer implementations based on standard industry workflows and benchmarked labor rates.
The Problem
Accounts at Schwab, Fidelity, and TD plus their own general ledger — nothing matched without three days of manual work every month.
The Solution
ThunderStaff built an automated reconciliation engine that matches transactions across all custodians, flags exceptions by variance threshold, and generates reconciliation reports with full audit trails.
Key Results
Reconciliation was a nightmare. We had accounts at Schwab, Fidelity, and TD, plus our own general ledger, and nothing matched without three days of manual work every month. ThunderStaff built an automated reconciliation engine that matches transactions across all custodians, flags exceptions by variance threshold, and generates reconciliation reports with full audit trails. Month-end close went from 5 days to 6 hours. We stopped paying our bookkeeper overtime and our advisors finally trust the numbers in client reports.
We map your most painful process end-to-end and show you exactly where the waste is — and what the ROI looks like.