Are Automated Capital Account Statements and Relationship Capture Worth the Hype? A Practical, Skeptical Review

https://www.scribd.com/document/997582285/How-a-3-8M-ARR-B2B-SaaS-Prepared-for-the-2026-Data-Shift-by-Choosing-a-Relationship-Database-Over-a-Full-CRM-220586

Automated capital account statements cut reconciliation time by up to 60% - industry data and what it hides The data suggests automation in fund accounting and client relationship capture delivers big headline numbers