MIXT case study
From Bottlenecks to Breakthroughs
"Loop AI has significantly streamlined our 3rd-party reconciliation process and added valuable granularity to our expense tracking. The automated journal entries have rampantly helped accelerate our month-end close over the course of the past 9 months."
Vincent Laurel
Controller, MIXT
Impact
Journal Entries
100+
Automated monthly
Close Time
3x faster
Month-end acceleration
Introduction
MIXT is an American fast-casual chain restaurant founded in 2006, that specializes in salads, warm bowls, and sandwiches prepared with seasonal and locally-sourced ingredients.
MIXT has
18 locations
As MIXT continued to scale, the finance team faced a growing challenge: reconciling 3rd-party transactions across multiple systems with accuracy and speed. The process was manual, error-prone, and time-consuming, requiring countless hours of tracking, validating, and resolving discrepancies.
The Challenge
Each month-end close became a bottleneck, with the team spending weeks chasing discrepancies between marketplace reports, the POS, and the entries made on Restaurant365 - leaving the team little time for higher-value strategic activities. Even more concerning, the lack of granularity in expense tracking made it difficult to understand the real cost of running 3rd-party operations. This lack of visibility limited decision-making and hindered operational efficiency.
Without a streamlined way to automate reconciliation and journal entries, the team was not only burning resources but also struggling to defend against costly chargebacks, which directly impacted profitability. MIXT needed a solution that could scale with its operations while restoring confidence, accuracy, and efficiency to its financial processes - all while integrating seamlessly with their ERP.
The Solution
Loop AI immediately introduced automation to previously manual workflows. With over 100+ automated journal entries, the platform began removing repetitive tasks from the team's workload. What previously required hours of manual review could now be monitored proactively through automation and reconciliation intelligence.
Even beyond journal entry automation and accounting workflows, Loop AI empowered the team to proactively win chargeback disputes by surfacing the data and documentation needed to make a strong case.
Results & Impact
- High-Volume Sales Reconciled: Loop AI reconciles substantial third-party sales every month across 18 locations and multiple channels, including DoorDash, Uber Eats, Grubhub, and ezCater.
- ERP Integration: Direct posting into Restaurant365, ensuring accuracy and timeliness without manual uploads.
- Journal Entries Posted Automatically: With hundreds of journal entries shared monthly, the finance team no longer spends hours manually tracking, validating, and posting 3P transactions.
- Accelerated Month-End Close: What previously stretched into weeks is now completed significantly faster - automation has consistently supported a smoother close process over a year now.
- Cleaner, Granular Expense Tracking: The team now has greater visibility into the true costs of 3P operations, enabling better decision-making and operational efficiency.
Other case studies
