The close isn't slow. Everything upstream of it is.
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
Book a CallThe close isn't slow because closing is slow, it's slow because everything upstream of it is messy. Teams that resolve exceptions continuously instead of batching them at month-end routinely cut close time by a third or more without changing headcount.
Close takes 7 to 12 days at most mid-market companies, and the first few days are usually spent clearing a backlog of exceptions that should have been resolved during the month, not batched for close week.
The single biggest unlock isn't automating the close itself, it's making sure the close starts with clean data. When exceptions are resolved continuously throughout the month, the Close Agent picks up from a much shorter list: running reconciliation comparisons, flagging anything outside threshold, and pre-preparing journal entries for recurring accruals.
For flux analysis, it compares the current period against prior period and budget, drafts first-pass commentary explaining the movement, and routes it to the controller for review instead of a blank template. The controller's job shifts from writing the analysis to checking it.
It reads and writes against your close platform and ERP, BlackLine, FloQast, NetSuite, or Oracle, and tracks progress against your existing close checklist rather than a separate tool your team has to maintain in parallel.
- Reconciliation pre-checks
- Recurring accrual drafting
- Flux commentary drafts
- Close checklist tracking
- Variance threshold flagging
- Prior period comparisons
- Controller review queue
- ERP & close platform sync