Stop being the glue between your systems.
Your ERP, close platform, and AP tools handle the big-ticket items. What's left is hundreds of small tasks between them, matching a value, checking two numbers, chasing an approval. That's not a job for your best people. We put AI in the gap instead.
11 items
94% fewer items reach close day than a fully manual process.
Illustrative figures based on typical mid-market finance operations. Your audit maps the real numbers for your team.
One trusted partner for the operational workflows behind a clean close.
Close Agent
Runs reconciliation comparisons, pre-drafts recurring journal entries, and generates first-pass flux commentary so your close starts from clean data.
- 01Reconciliation pre-checks
- 02Recurring accrual drafting
- 03Flux commentary drafts
- 04Close checklist tracking
- 05Variance threshold flagging
- 06Prior period comparisons
- 07Controller review queue
- 08ERP & close platform sync
Reconciliation Agent
Matches bank activity, subledger balances, and intercompany transactions across systems, and hands you the exceptions instead of the whole worksheet.
- 01Bank reconciliation matching
- 02Subledger-to-GL tie-outs
- 03Intercompany elimination proposals
- 04Multi-entity consolidation support
- 05Timing difference detection
- 06Imbalance surfacing
- 07Matching rationale on every line
- 08GL write-back
Vendor Agent
Sends and tracks W-9 requests, documentation follow-ups, payment status replies, and collections outreach on a defined schedule.
- 01W-9 & documentation requests
- 02Escalating follow-up cadence
- 03Payment status auto-response
- 04Collections outreach
- 05Dispute routing to a human
- 06Vendor master monitoring
- 07Multi-channel outreach
- 08ERP & CRM activity logging
What it looks like when the highest ROI bottleneck gets fixed first.
Vendor AgentCedarbrook Facility GroupCedarbrook ran close to 400 active subcontractors and suppliers through one AP coordinator, who spent most of most weeks chasing W-9s, missing documentation, and the same three payment-status questions. The goal wasn't a faster inbox, it was getting that time back for actual account work.
Read the case study
Close AgentCrestpoint ManufacturingCrestpoint's close checklist ran over 100 tasks, most of it sequential, and the first several days were spent clearing exceptions and reconciliation gaps that had accumulated over the month. The CFO didn't just want a faster close — he wanted close to stop being the reason the team couldn't do forward-looking work the other three weeks of the month.
Read the case studyBuilt around the ERP and close stack you already run, not instead of it.
Kalon Agents operates across the tools your team already uses. No rip-and-replace, no re-training your finance org on new software, no re-entering data by hand. We plug straight into the ERP, close platform, AP tools, and spreadsheets you run today.
Don't see your platform listed? If it has an API, we'll build the connector before your first workflow goes live.
What CFOs and controllers usually ask before starting.
Do I need to replace NetSuite, SAP, or BlackLine?
No. Kalon Agents is built to sit on top of the ERP, close, and AP tools you already run, connecting into NetSuite, Oracle, SAP, BlackLine, FloQast, and more rather than replacing any of them.
How long does it take to get the first workflow live?
Most teams start with a single workflow, usually the Close Agent, live within a few weeks of the initial audit. We prove ROI on one bottleneck before expanding further.
What happens when the agent can't resolve something confidently?
Every workflow runs on a confidence threshold. Below it, the agent stops and escalates to your team with full context attached, the matching candidates, the reasoning, and what it already checked, so a human decision takes seconds instead of a full investigation.
Is this a long-term contract?
No. We start with the highest ROI workflow and earn the right to expand. If a workflow isn't paying for itself, you're not locked into keeping it.
Does this work across multiple entities or a multi-ERP environment?
Yes. The workflows are configured around your entity structure and chart of accounts, whether you run a single instance of one ERP or multiple systems across entities that need to be reconciled and consolidated.