LUNARI
Resources · Customers · Three closes

Stories from the close room.

The teams below stopped reconstructing the truth every month. Below, the stack they replaced, the metric that moved, and how their close actually feels now — told plainly, in their own words.

lunari.cloud / r2r / close · helio
Close · December 2025
Day 3 of 5 · Balance sheet
Reconciled
5 / 8
63% reconciledLocks 17:00 UTC · Owner Priya M.
CodeAccountBalanceOwnerStatus
1010Cash · USD operating4,218,440 USDPMReconciled
1020Cash · EUR operating1,884,210 EURPMReconciled
1200Accounts receivable9,442,118 USDSRReconciled
1410Prepaid expenses422,118 USDJTIn review
2100Accounts payable3,118,402 USDMAReconciled
2400Accrued payroll918,221 USDJTOpen
2600Deferred revenue6,221,840 USDSRIn review
3000Common stock1,000 USDPMReconciled

The close stops being a salvage operation and starts being a roll. That is what these three teams have in common.

What they all said · in different words
Three stories · told plainly

Three teams. Three stacks retired. One ledger.

03 closes → 01 platform
Portrait of Maya Ortiz, CFO
01
SaaS · Series C · 240 people

Helio Labs

Maya Ortiz, CFO

We replaced four systems and an audit headache. Our close went from fourteen days to five in two quarters.

Replaced BlackLine, FloQast, Bill.com and an in-house recon spreadsheet. First clean ASC 606 opinion in three years.

BlackLineFloQastBill.comRecon spreadsheet
↓ 64%close time
Portrait of Daniel Chen, Controller
02
Professional Services · 180 engagements · 4 currencies

Atrium Partners

Daniel Chen, Controller

Project margin used to be a quarterly archaeology dig. Now it's on the screen, live, in every currency we bill in.

180+ active engagements, four currencies, one P&L view. Time, billing and recognition on the same record.

NetSuite OpenAirTipaltiCustom margin sheet
Liveproject margin
Portrait of Eleanor Whitmore, Group Finance Director
03
Private Equity · 9 portfolio companies

Northstar Capital

Eleanor Whitmore, Group Finance Director

We rolled the same operating model across nine portcos in twelve months. The board pack writes itself.

Standardised chart of accounts and SOX-compliant approvals across the portfolio. Cross-book KPIs live to the IC.

Per-portco ERPsGroup consolidation ExcelManual SOX matrix
9 portcos1 model
The stack, retired

Six tools the close room
no longer touches.

Across the three teams above, these are some of the products they've switched off. The work they used to do is now done by the same ledger that posts the journal.

  • BlackLine
    Replaced
  • FloQast
    Replaced
  • Bill.com
    Replaced
  • Tipalti
    Replaced
  • NetSuite OpenAir
    Replaced
  • Custom Excel
    Replaced
Ready when you are

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A live walkthrough on a sample of your numbers. We don't run scripted demos.