Moontrize Digital case studies
How real teams move from spreadsheet finance to an AI-driven operating system. Each story follows the same shape — problem, solution, result — and the result is always measurable.
9-day close down to 3 days, with an explainable forecast.
Problem. Helio Labs ran FP&A on a sprawling Google Sheets stack. The monthly close took nine business days, and the forecast was rebuilt from scratch every quarter.
Solution. Moontrize Digital consolidated NetSuite, Stripe, HubSpot and Workday into a single AI Finance Manager tenant. AI Forecasting absorbed two years of historical data and generated weekly probabilistic forecasts.
Result. Close cycles dropped to three days. Forecast accuracy hit 97%. The board stopped asking for spreadsheets and started asking better questions.
Faster close
From 9 days to 3 days, every month.
Forecast accuracy
On rolling 13-week revenue forecasts.
Recovered ARR
Through AI-flagged AR risk.
Faster scenario work
Pricing scenarios delivered in hours.
$190k of duplicate spend caught in the first month.
Problem. Brightleaf had 12 SaaS subscriptions managed across three departments and no shared view of vendor spend.
Solution. Moontrize Digital ingested every banking, card and invoice transaction. Expense Intelligence deduplicated subscriptions and benchmarked the rest against peer data.
Result. $190,000 of duplicate or overpriced contracts were renegotiated or cancelled inside the first month. The platform paid for itself before the contract started.
Recovered spend
In the first 30 days alone.
SaaS subscriptions
Consolidated and renegotiated.
Saved per week
In manual reconciliation.
New tools needed
Replaced 3 internal trackers.
AI co-pilot in every leadership review.
Problem. Polarcraft’s leadership team relied on weekly slide decks that were obsolete by the time they were presented.
Solution. The Moontrize Digital AI Finance Manager replaced static decks with live dashboards and AI-generated narratives, embedded directly into Slack and the leadership wiki.
Result. Leadership reviews became conversations with the data instead of monologues at it. Strategic decisions accelerated by an estimated 40%.
Faster decisions
Across the leadership team.
Slide decks per week
Replaced by live dashboards.
AI co-pilot uptime
For every operator, every day.
Native languages
Used across the org.
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