OUR WORK

From Challenge to Change: How We Made It Happen
Accounting and Financial
May 1, 2025 | By

Financial Dashboard and Closing Calendar Success Story

Client:

Sustainability Engineering Group.

Tech stack:

Microsoft Excel, Google Sheets

Challenge:

There was no existing framework for monthly financial reviews, resulting in delayed insights and a lack of visibility into the company's financial health.

Solution:

We established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, We designed and implemented a dynamic financial dashboard that provided real-time insights on key metrics, enabling informed decision-making by management.

Outcome:

  • Streamlined the month-end close process with 100% on-time reporting
  • Gained the trust and confidence of senior management
  • Earned additional responsibility, including oversight of financials across multiple locations

Quick Insights:

  • Most Challenging Project: Monthly Review & Dashboard Implementation – Required a cultural shift toward structured, data-driven financial governance.
  • Innovation Spotlight: Created a live financial dashboard and closing calendar that transformed monthly reporting from reactive to proactive, directly influencing business strategy.

Client:

Sustainability Engineering Group.

Tech stack:

Microsoft Excel, Google Sheets

Challenge:

There was no existing framework for monthly financial reviews, resulting in delayed insights and a lack of visibility into the company’s financial health.

Solution:

We established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, We designed and implemented a dynamic financial dashboard that provided real-time insights on key metrics, enabling informed decision-making by management.

Outcome:

  • Streamlined the month-end close process with 100% on-time reporting
  • Gained the trust and confidence of senior management
  • Earned additional responsibility, including oversight of financials across multiple locations

Quick Insights:

  • Most Challenging Project: Monthly Review & Dashboard Implementation – Required a cultural shift toward structured, data-driven financial governance.
  • Innovation Spotlight: Created a live financial dashboard and closing calendar that transformed monthly reporting from reactive to proactive, directly influencing business strategy.
IT and Software
April 30, 2025 | By

Boosting OCR Accuracy with a Multi-Prompt AI Strategy

Client: Kaizen

Tech Stack: Python, FastAPI, MongoDB, JavaScript, HTML5, CSS

Challenge: Achieving accurate OCR results was difficult, as initial prompts caused confusion between multiple roles. Additionally, handling location-based data added further complexity.

Solution: Researched various Medium blogs and implemented a three-prompt strategy, assigning a distinct role to each prompt to prevent confusion and improve data accuracy.

Outcome: Accuracy improved to beyond 90–95%, significantly enhancing data extraction precision. The client successfully proceeded with the implementation of our OCR software.

  • Most Challenging Project:
    AI-OCR – due to the complexity of handling location-based data.
  • Innovation Spotlight:
    Developed a multi-prompt strategy by assigning distinct roles to each prompt, reducing confusion and significantly improving OCR accuracy beyond conventional methods.
IT and Software
April 29, 2025 | By

Automating Intercompany Bill Credits with NetSuite

Client: Kaizen

Duration: June 2024

Tech Stack: SuiteScript 2.1, NetSuite

Challenge: Automate intercompany bill credit transfers across subsidiaries.

Solution: Developed a custom script to automatically process bill credits between subsidiaries within NetSuite.

Outcome: Improved financial reporting accuracy and significantly reduced the need for manual processing.

Key Learnings:

  • Efficient handling of intercompany transactions in NetSuite
  • Enhanced understanding of subsidiary-level financial operations
Accounting and Financial
December 1, 2024 | By

Designing Financial Deck

Client: Accrual Equity Group

Tech Stack: Excel, PowerPoint, SharePoint

Challenge: Developed a comprehensive financial deck covering financial reporting for both current and prospective locations from 2024 to 2028. Managed large-scale datasets, conducted detailed financial analysis, and translated finalized insights into visually compelling PowerPoint presentations for executive review.

Outcome: While the project was successfully completed, the initial lack of a structured plan led to a somewhat disorganized approach, making project management challenging. As a result, additional hours were required to finalize the deliverables. However, this experience proved to be a valuable learning opportunity—highlighting the importance of upfront planning and task organization. These lessons significantly improved our efficiency in subsequent projects, particularly during the more effectively managed Accruals Financial Package engagement.
Accounting and Financial
August 1, 2024 | By

How We Saved Millions: Kaizen’s AP Ledger Reconciliation Success Story

Client: Kaizen

Tech Stack: Excel, ERP System (Oracle NetSuite), MS Teams (for collaboration)

Challenge: Kaizen’s Accounts Payable ledger was overstated by nearly five times the actual liability due to thousands of duplicate invoice bookings and incorrect payment entries across hundreds of vendor accounts. This posed significant risks to accurate financial reporting and cash flow management.

Solution: We led the end-to-end reconciliation of the AP ledger, including:

  • Identifying and removing duplicate transactions
  • Reversing incorrect entries through accurate accounting adjustments
  • Validating balances with vendors and internal teams
  • Standardizing AP booking practices to prevent future errors

Outcome:

  • Successfully restored AP to its accurate level
  • Prevented financial overstatements and enabled recovery of funds
  • Saved the client millions of dollars through proper adjustments
  • Received appreciation from both the client and internal leadership for precision and diligence
  • Quick Insights:

Innovation Spotlight: Developed a streamlined method to identify and remove duplicate vendor entries using Excel and system-generated reports, significantly accelerating the reconciliation process and improving audit readiness.
IT and Software
April 1, 2024 | By

Automated Invoice Integration via SFTP – Kaizen’s NetSuite Success

Client: Kaizen

Tech Stack: NetSuite SuiteScript 2.1, SFTP, CSV Processing

Challenge:
Automate the creation of invoices from CSV files downloaded from Sherwin-Williams' SFTP server.

Solution:

  • Developed a scheduled script to connect to the vendor’s SFTP server and download invoice CSV files.

  • Processed each file by extracting data and mapping fields such as parts and accounts.

  • Created invoices in NetSuite based on the extracted data.

  • Implemented a summary email notification to administrators upon job completion.

Outcome:

  • Automated invoice creation, reducing manual workload and minimizing data entry errors.

  • Improved efficiency and accuracy in processing vendor invoices.

Key Learnings:

  • Gained experience in SFTP integration and secure file handling within NetSuite.
  • Strengthened understanding of data mapping and validation for structured invoice automation.
IT and Software
March 1, 2024 | By

Payroll Automation

Client: Kaizen Collision

Tech Stack: Node.js, HTML, CSS, SOAP API

Challenge:
Retrieve information about employees assigned to tasks at various centers and generate a comprehensive paysheet, including employee details, team-based breakdowns, hourly deductions, and total pay calculations.

Solution:
Developed a Node.js script that utilized two sources of information—CCC One SOAP APIs and Paycom REST APIs—to retrieve data and generate detailed paysheets.

Outcome:
Successfully generated paysheets for employees, streamlining the payroll process.
IT and Software
March 1, 2024 | By

Shopmonkey NetSuite Integration

Client: Kaizen

Tech Stack: NetSuite SuiteScript 2.1, Shopmonkey API, JavaScript

Challenge: Integrate Shopmonkey invoices into NetSuite while ensuring data consistency and handling API errors.

Solution:

  • Developed a scheduled script that runs daily to fetch invoices from Shopmonkey API and insert them into NetSuite.
  • Created a Suitelet for manual insertion, allowing users to enter an invoice ID and retrieve/update it via the Shopmonkey API.
  • Implemented error handling by defining mappings for dropdown fields and sending summary reports via email in case of failures.

 

Outcome:

  • Automated invoice syncing between Shopmonkey and NetSuite, reducing manual data entry.
  • Enhanced error handling and reporting, leading to improved data accuracy and operational efficiency.

 

Key Learnings:

  • Effective API integration strategies for financial data synchronization.
  • Importance of robust error handling and reporting mechanisms in automation.

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