One trusted partner for the operational workflows behind a clean close.
Each workflow below is a standalone product. We usually start with one, prove the ROI, then expand.
Close Agent
Runs reconciliation comparisons, pre-drafts recurring journal entries, and generates first-pass flux commentary so your close starts from clean data.
94%Of finance teams still touch Excel somewhere in the close
View productCapabilities
- 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.
DaysIntercompany elimination can take at some multi-entity teams
View productCapabilities
- 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.
Defined scheduleEscalation timing instead of ad hoc reminders
View productCapabilities
- 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