Your team loses the first week of every month to the close. We give it back.
Five steps, built on the systems you already have. A 3-minute check shows what your close costs today and which step pays first.
Month-end close in five steps
Step 1
Match every day.
Bank lines, invoices and payments matched overnight. Your team sees only what doesn't match.
Step 2
Let AI draft the accruals.
From your own contracts and history. Your controller approves them. Nothing posts on its own.
Step 3
Get variance comments written.
The number and the reason, ready to edit before anyone asks.
Step 4
Close on one set of numbers.
Straight from your systems into one close pack. Nobody rebuilds the report by hand.
Step 5
Measure the days.
Close days and team hours, before and after. That's how you know it worked.
You can do all five yourself. Most teams don't have the time to build them while also closing the month. That's the part we take on. See what your close costs →
Free close check
What does your month-end close cost you?
Eleven questions, about 3 minutes. Your result shows up on screen right away.
You'll see
- What your close costs a year, in hours and money
- How many days it could take with the five steps
- Which two steps pay first for you
- A 4-page report by email, if you want it
Who you'd work with
Marco Pérez
I spent 15 years leading credit and analytics at a Fortune 500 finance company, answering for the profit of a $2B portfolio. Along the way I've led tailor-made data and AI projects, from the reporting behind a $500M capital project to systems rolled out across five countries.
Halcyon Pryce is a small, senior shop. We design each system around how your firm works and build it ourselves, from the data to the app your team uses. You work with Marco directly, not a junior team, and every project starts with a fixed scope.
- $2B
- portfolio whose profit he answered for
- 7 days → under 1
- per decision, after he rebuilt the process with data and models
- 90%
- more efficient executive reporting, rebuilt for a $500M capital project
- 100%
- executive adoption, CFO included, of a workflow rebuilt across five countries
- Advised the General Manager and the C-suite on funding and P&L decisions, and led a 24-person team.
- Built the firm's first BI platform and its first advanced analytics function, and a deal-scoring tool that became the standard across the group worldwide.
- Worked across Mexico, the U.S., Brazil and Europe. Educated in the U.S. (VMI) and the U.K. (Coventry MBA). Bilingual in English and Spanish.
Recommendations
In their words
From recommendations people left for Marco on LinkedIn.
He has a particularly strong edge when it comes to AI and market analysis, where his expertise adds significant value in data-driven decision-making and strategic direction.
His ability to translate vision into actionable results is truly second to none.
His support was instrumental in automating processes, reducing operational workload, and enabling more strategic, data-driven credit decisions.
He listened carefully to what I put to him, asked me questions that made me think harder about what I wanted to get across, and gave me concrete recommendations that were easy to put into practice…
(translated from Spanish)
…has a perfect command of Credit Risk and of Data Science focused on AI.
(translated from Spanish)
During our conversations he showed a structured approach to solving problems, the ability to lead diverse teams and a solid understanding of the financial and operational challenges organizations face.
…a clear focus on continuous improvement and on using technology to make decisions.
(translated from Spanish)
Rather talk it through first?
Book 30 minutes with Marco and bring the process that costs you the most.