Recognizing Opportunities for Scalable Finance Operations

As FidGenX Advisors grew from a Bengaluru firm into a global advisory powerhouse serving clients across the US, UK, UAE, Singapore, and Canada, they faced a familiar finance challenge — month‑end closing was becoming harder to manage at scale.

Each client operated in a different jurisdiction with unique books, currencies, and reporting cycles. Manual reconciliations, spreadsheet-based tracking, and email-based approvals kept month-end processes functional — but slow and error-prone.
FidGenX’s leadership realized that truly scalable finance service delivery demanded a complete rethink of their close cycle.

Instead of adding more manpower, they turned to Norbit AI to automate the close end‑to‑end — freeing their teams to focus on advisory and insight.

The Vision: Fully Automated Close for Global Clients

FidGenX wanted to build a model where clients get faster reporting and finance teams never repeat a reconciliation twice.
The goals were clear:

• Automate reconciliations across ledgers, sub‑ledgers, and entities.
• Reduce manual journal postings through continuous automation.
• Provide real-time MIS visibility to clients across geographies.
• Standardize closing workflows—without losing flexibility for each jurisdiction.

This initiative wasn’t just about speed — it was about accuracy, confidence, and client trust.

Partnering with Norbit AI to Build the Closing Engine

To realize their vision, FidGenX partnered with Norbit AI to create an AI‑driven Closing Automation Platform — purpose‑built to support their multiple enterprise clients.

Key Innovations

• Automated Reconciliations
  Norbit AI’s engine continuously matches ledgers and detects variances across entities—reducing reconciliation effort by more than 70%.

• Continuous Journal Processing
  Recurring and adjustment journals are generated automatically based on prior‑period logic and data trends, ready for final approvals.

• Close Tracker Dashboard
  Complete visibility across all clients and entities—controllers and CFOs can instantly view progress, bottlenecks, and exceptions in one unified dashboard.

• Multi‑Entity MIS Automation
  Month‑end reports are auto‑generated and delivered to clients in near real time, providing instant visibility into profitability and variances.

• Data Governance & Audit Layer
  Each action—automation, reconciliation, or posting—is logged and auditable for compliance across multiple jurisdictions.

The Results: Faster Close, Happier Clients

Within months, FidGenX achieved a step‑change in operational efficiency and client confidence:

• 70% Faster Closings: Financial close cycles that once took days are now completed within hours.
• Error Reduction: Automated matching and exception handling eliminated many manual review steps.
• Client Transparency: Real‑time dashboards gave clients instant visibility into close progress and performance metrics.
• Scalable Delivery: The same FidGenX team now manages 3x more client entities without additional headcount.

“Norbit AI gave us more than automation — it gave our clients confidence in their numbers, faster than ever before.”
— Leadership Team, FidGenX Advisors

Build Your Future with Norbit AI

FidGenX’s journey reflects how forward‑looking finance leaders are transforming their operations with automation.
Whether you manage finance for one enterprise or hundreds, Norbit AI enables continuous closing, reconciled reporting, and real‑time visibility at scale.

Start your transformation with Norbit AI.