End-to-End Financial Close ROI Calculator

Organization Profile

Small: <$100M, Mid: $100M-$1B, Large: >$1B
Small: 1-5, Mid: 6-20, Large: 20+
Small: 3-8, Mid: 8-25, Large: 25-75
Range: $45-$85/hour

Current Close Process Time Investment

Small: 40-80, Mid: 80-160, Large: 160-400
Small: 20-40, Mid: 40-80, Large: 80-200
Small: 20-40, Mid: 40-100, Large: 100-250
Small: 30-60, Mid: 60-150, Large: 150-400
Small: 10-20, Mid: 20-60, Large: 60-150
Small: 30-60, Mid: 60-120, Large: 120-300
Small: 15-30, Mid: 30-60, Large: 60-150
Small: 50-100, Mid: 100-500, More than 500
Small: 25-50, Mid: 50-100, Large: 100-250
Small: 15-30, Mid: 30-80, Large: 80-200

Platform & Implementation Investment

Small: $18K-$30K, Mid: $50K-$80K, Large: $80K-$200K
Small: $15K-$25K, Mid: $25K-$50K, Large: $50K-$150K

Current Performance Metrics

Small: 8-12, Mid: 10-15, Large: 12-20
Small: 5-15, Mid: 15-40, Large: 40-100
Industry Average: 20-35%
Small: 20-50, Mid: 50-150, Large: 150-400

Calculation Formulas

Core ROI Calculations:
Monthly Hours Saved = Σ(Process Hours × Automation Rate)
Annual Hours Saved = Monthly Hours Saved × 12
FTE Equivalent = Annual Hours Saved ÷ 2,080
Annual Cost Savings = (Monthly Hours Saved × Hourly Rate × 12) + (Overtime Hours × Hourly Rate × 1.5 × 12)
Year 1 Investment = Platform Fee + Implementation Fee
Year 1 ROI = (Annual Savings - Year 1 Investment) ÷ Year 1 Investment × 100
Ongoing ROI = (Annual Savings - Platform Fee) ÷ Platform Fee × 100
Payback Period = Year 1 Investment ÷ (Annual Savings ÷ 12)
Automation Rates by Process:
Journal Entry Creation: 75%
Journal Review & Approval: 60%
Bank Reconciliations: 85%
Balance Sheet Reconciliations: 80%
Intercompany Reconciliations: 90%
Report Preparation: 80%
Report Review & Commentary: 50%
Close Coordination: 70%
Variance Analysis: 65%
Compliance & Controls: 55%
Volume to Hours Conversion Rates:
Journal Entries: 0.5 hours (30 minutes) per entry
Journal Reviews: 0.25 hours (15 minutes) per review
Bank Reconciliations: 8 hours per account
Balance Sheet Reconciliations: 6 hours per account
Intercompany Reconciliations: 4 hours per IC account
Report Preparation: 3 hours per report
Report Review: 1.5 hours per report
Close Coordination: 0.5 hours (30 minutes) per task
Variance Analysis: 2 hours per analysis
Compliance & Controls: 1 hour per control

Agentic AI-Powered Automation Analysis & Results

Process Category Current Hours Automation % Hours Saved Remaining Manual
0%
Overall Agentic AI Automation Rate
0
Monthly Hours Saved
0
Annual Hours Saved
0
FTE Equivalent Saved
$0
Total Annual Savings
$0
Annual Platform Fee
$0
Implementation Cost
$0
Total Year 1 Investment
$0
Year 1 Net Benefit
$0
Ongoing Annual Benefit
0%
Year 1 ROI
0%
Ongoing ROI
0
Payback Period (Months)

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