Close the Books Campaign | ErgonTime Marketing

The direction

Positioning and key messages

ErgonTime gives finance and operations teams at 20–250-person businesses one place to manage the work from invoice to month-end report. Confidence-ranked matching suggestions support automated reconciliation, while role-based permissions, tenant isolation and a full audit trail keep control in view. Provider integrations are sandbox-only today; ErgonTime does not execute live payments.

Invoices, transactions and reports in one workspace.
Reconcile incoming money with confidence-ranked matching suggestions.
Keep access controlled and every change traceable.

The brief

What the team asked for

Campaign brief: Launch ErgonTime to finance and operations teams who are still closing their books in spreadsheets. Position ErgonTime as one workspace for invoicing, transactions, automated reconciliation and reporting, and drive free-trial sign-ups at ergontime.com.
Target audience: Finance managers, controllers and operations leads at 20–250 person businesses who own invoicing, collections and month-end close.
Product details: ErgonTime is a financial operations workspace: create and send invoices, record transactions, automatically match incoming money to open invoices with confidence-ranked suggestions, run cash-flow, revenue and ageing reports, plus CRM, projects, inventory, HR, workbooks and approvals. Role-based permissions, tenant isolation and a full audit trail. Provider integrations are sandbox-only today, so no live payment execution.
Tone: Confident, plain-spoken, no hype. Straight to the point.
Channels: Email, LinkedIn, Landing page

The copy

Three channel variants

Your next close needs fewer spreadsheet handoffs.

When invoicing, transaction records and reporting sit in separate spreadsheets, month-end becomes a handoff exercise. ErgonTime brings that work into one workspace, with automated reconciliation and confidence-ranked suggestions for matching incoming money to open invoices.

Start your free trial at ergontime.com. →

Which spreadsheet has the final numbers?

For finance managers, controllers and operations leads, that question is a reason to change the workflow. Create and send invoices, record transactions, reconcile incoming money and run cash-flow, revenue and ageing reports in ErgonTime — with role-based permissions and a full audit trail.

Move your next close into one workspace. Start a free trial at ergontime.com. →

Landing page

Close the books. Not another spreadsheet.

Bring invoicing, transactions, automated reconciliation and reporting into one financial operations workspace. Match incoming money to open invoices with confidence-ranked suggestions, then run cash-flow, revenue and ageing reports without maintaining a separate spreadsheet for each step. Provider integrations are sandbox-only today; live payment execution is not available.

Start your free trial →

Delivery

Launch checklist

PrepValidate every feature claim against the current product, including matching suggestions, audit-trail coverage and the sandbox-only integration limitation.Product Marketing Manager
PrepSegment the permissioned email audience and LinkedIn targeting around finance managers, controllers and operations leads at 20–250-person businesses; exclude existing customers from acquisition sends.Demand Generation Manager
BuildBuild the landing page with the campaign headline, a product walkthrough from invoice to report, the sandbox limitation beside the product explanation and a free-trial CTA.Web Designer
BuildProduce the email and LinkedIn assets; add channel-specific UTM links and instrument CTA clicks, trial starts and completed sign-ups.Marketing Operations Specialist
LaunchTest the full sign-up journey on mobile and desktop, verify attribution and confirmation emails, and confirm no screen implies live payment execution.QA Lead
LaunchPublish the landing page, send the segmented email and launch the LinkedIn campaign; check links, delivery and spend during the first day.Campaign Manager
MeasureReview landing-page conversion, completed trial sign-ups and cost per sign-up by channel after 72 hours; fix the largest observed funnel drop-off.Growth Analyst
MeasureAfter two weeks, compare trial cohorts on first invoice creation, first transaction recorded and first report run; use the findings to refine onboarding and channel spend.Growth Product Manager

Art direction

Key visuals

Key visual: Campaign hero — From scattered sheets to one workspace — Campaign hero — From scattered sheets to one workspace
Editorial 3D still life of scattered grid-patterned sheets converging into one orderly desktop workspace tray containing invoice-like cards, transaction tokens, paired matching cards and simple chart forms. Wide composition, generous empty space on the left. Soft directional studio lighting, matte surfaces, deep teal background with cream sheets and coral connection details.

Key visual: LinkedIn visual — A match you can inspect — LinkedIn visual — A match you can inspect
Close-up conceptual 3D still life of cream invoice-like cards aligned with coral transaction tokens inside a deep teal modular tray, connector lines and small dot clusters suggesting ranked matching confidence. Square composition, soft overhead lighting, crisp contact shadows.

Run your own version

This campaign came out of the ErgonTime Campaign Studio. Open the studio, load this brief or write your own, and generate a fresh concept, copy variants, checklist and visuals.

Open the campaign studio Email customer service