Accounting Automation

Service provided

Accounting Consulting

Reporting Automation

Marketing Automation

Business Intelligence Consulting


Finance Company


Centerline helped a $50+ million finance company identify key accounting processes before creating a plan to automate daily bank reporting requirements.

This model helped secure new financing opportunities for the client and improved reporting — from daily operational reports to board of directors-level analysis.

Centerline was asked to help...

— Create new accounting workflows to improve efficiency, resolve reporting errors

— Create an automated roll-forward process to allow for realtime bank reporting

— Develop dashboards for operational, executive reporting

— Create automated email workflows to assist in business acquisition, client communication


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