Professional Services Case Study
Vantage Advisors
A financial reporting rebuild that cut month-end close time significantly.
-27%Approval Time
The Challenge
Where things stood before
Vantage Advisors's biggest obstacle was a patchwork of tools that never gave a clear, current picture of the business — something their team had tried to patch more than once without lasting success.
The problem was quietly getting more expensive to ignore every month it went unaddressed.
The Solution
What we built
Rather than jumping straight to a fix, we spent time understanding the specific shape of the problem first.
From there, a financial reporting rebuild that cut month-end close time significantly, built specifically around what Vantage Advisors needed.
- Benchmarked against clear, agreed-upon success metrics from day one
- Designed around Vantage Advisors's actual workflow, not a generic template
- Tested thoroughly before launch to avoid post-launch surprises
- Built using Node.js and PostgreSQL for a stable, maintainable foundation
Results
The impact, by the numbers
-27%
Approval Time
+33%
Reporting Accuracy
93.5%
Team Adoption
+59%
Time Saved Weekly
Tech Stack
Built with
Node.jsPostgreSQLPlaid APIREST API
Westgate Retail Group
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