Industries · Last updated Jul 2026
Financial close automation that gives you your week back.
The close is the same marathon every month: reconciliations, accruals, roll-forwards, commentary, and a checklist someone chases by hand. We automate the mechanical layer so your team closes in days and reviews instead of types.
AI workflows for financial close automation
Operational value
We've taken 40 hours of monthly reconciliation to near zero for a live client. Our public library includes free runnable versions of the month-end close stack, consolidation pack, and NAV close pack we build in production.
- Close in days instead of weeks
- Reconciliations done before the team logs in
- Commentary drafted from the ledger, ready for review
Questions about financial close automation
What parts of the month-end close can be automated?
The mechanical majority: transaction matching, reconciliations, accrual roll-forwards, intercompany elimination prep, flux calculations, and first-draft variance commentary. Review and sign-off stay human. Most teams find 60 to 80 percent of close hours sit in the automatable layer.
How much time does close automation save?
Our reference build removed 40 hours of monthly reconciliation work for one client. Across a full close, teams typically pull the timeline in by several days because reconciliations and drafts are waiting at day one instead of being built during the close window.
Does this replace our ERP or close software?
No. It sits on top of QuickBooks, NetSuite, Xero, or your ERP, doing the work those systems leave to humans: the matching, the commentary, the chasing. No migration required. We wire into what you already run.
What happens when the AI can't match a transaction?
It queues the exception for a human with its best guess and the evidence attached. Nothing ambiguous gets forced. The measure of a good close build isn't a perfect match rate, it's that every exception reaches the right person with context.
Want this mapped to your operation?
Book a call and we will identify the first AI workflow worth shipping.
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