u/Flashy-Window-8906

Our first finance ops hire just inherited what can only be described as a “spreadsheet ecosystem” for reconciliations. Bank exports, manual matching, copy/paste between systems, multiple versions floating around — the usual story.

It technically works, but it’s already getting fragile as transaction volume grows, and nobody wants to spend 6 months rolling out a huge finance transformation project just to fix reconciliations.

Trying to figure out the quickest path from “everything in spreadsheets” to something more automated and reliable without completely rebuilding the stack.

For teams that went through this stage, what actually gave the biggest improvement early on?