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Northwind
Financial
,
a
mid
-
market
asset
manager
overseeing
$
2.3
billion
in
client
assets
,
was
held
together
by
spreadsheets
.
Each
month
,
the
operations
team
spent
more
than
60
hours
manually
matching
thousands
of
transactions
across
three
legacy
systems
,
and
the
month
-
end
close
routinely
stretched
to
nine
days
—
delays
that
drew
client
complaints
and
failed
internal
audit
spot
-
checks
.
When
new
compliance
reporting
requirements
took
effect
in
December
2025,
leadership
recognized
that
the
manual
process
had
become
an
unacceptable
risk
.
This
case
study
documents
how
Northwind
replaced
its
spreadsheet
-
based
reconciliation
with
Ledgerly
'
s
automated
close
platform
,
cut
close
time
from
nine
days
to
two
,
and
eliminated
the
errors
that
had
eroded
client
confidence
.
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