Executive Operations · Deal Closing Case Study
From two hours of back-office work to a 20-minute review.
Every closed deal used to put the CEO back in the books. SterlingAI prepared the journal entries and payment drafts, cutting his work from 90–120 minutes to 15–20 minutes per deal.
CEO time per deal before
CEO review time per deal now
deals closed last year
estimated annual hours freed at 250 deals
Problem
The deal closed. The CEO’s work did not.
Without an in-house accountant or bookkeeper, the CEO reconciled deposits and trade-ins, created journal entries, and arranged bank payoffs, financing charges, and brokerage commissions. The business closed 250 deals last year.
System Design
Prepare the work. Keep the CEO in control.
Organize the closing
- →Sort deposits, trade-ins, payoffs, financing charges, and commissions when a deal closes.
Prepare the financials
- →Categorize and label journal entries. Draft checks and wires with the supporting documents.
Review before payment
- →The CEO reviews the prepared documents. The system does not send payments autonomously.
Business Impact
What changed after implementation
- →70–105 minutes freed up per deal.
- →Journal entries prepared instead of manually assembled by the CEO.
- →Checks and wires drafted for review, not sent autonomously.
- →The CEO keeps financial oversight without preparing every transaction.
Why it matters
Give the CEO time back without giving up oversight.
The CEO moved from preparing the financial work to reviewing it. Client-reported timings imply approximately 292–438 hours freed annually at last year’s 250-deal volume. This is an estimate, not a measured full-year total.
Next step
What keeps landing back on your desk?
Find the recurring work your leadership team can hand off to a system, with review where it matters.
Canonical URL: https://sterlingai.dev/case-studies/ceo-deal-closing-finance-automation