Your ROI Calculator
What Excel & Manual Data Entry is Costing Your Firm
Adjust the sliders to match your practice. The numbers add up faster than you think.
financial STATEMENTS
Client entities ?
25
Staff involved in data entry & reporting ?
2
Transaction volume
Statements per entity per month ?
2
Avg transactions per statement ?
10
Time spent in Excel today
Minutes per transaction to enter & verify ?
5
Hours/year maintaining formulas & templates ?
80
Hours/year building & updating reports ?
100
Staff cost
Blended hourly rate (salary + overhead) ?
$65
Your annual cost of Excel-based investment accounting
$45,760
$3,813 per month
Annual transactions
6,000
500 per month
Hours consumed per year
604
15.1 work weeks
Estimated errors per year
180
Each can cascade through reports, tax filings, and audits
Cost per transaction
$7.63
Including entry, verification, errors, and maintenance
What Purpose-Built Investment Accounting Software with AI-Powered Import Could Save You
Potential annual savings
$41,200
~90% reduction
Hours recovered
544
13.6 work weeks
Errors eliminated
162
~90% fewer errors
See exactly how much you could save
Get a detailed cost and savings analysis customized to your firm — including transaction complexity, staffing model, and growth projections.
Assumptions: Error rate of 3% with avg 8-minute correction time per error. Savings estimate based on purpose-built platform efficiency (45–55% depending on entity count) combined with AI-powered transaction import (~90% automation). Wealth Write.Up auto-generates 30+ investment reports directly from entered data.
See Wealth Write.Up in Action
Whether you’re managing books for a family office, an accounting firm, or a holding company, we’ll tailor the demo to what matters most to your practice.
