Month-End Close AI Agent
Run your entire close workflow — reconciliation, classification, validation, and financial statements — in a single orchestrated pipeline. Close in days, not weeks.
How It Works
Upload Data
Upload trial balance and supporting schedules from your ERP. The system auto-detects format and maps accounts.
AI Pipeline Runs
Pipeline runs sequential AI agents: format → classify → reconcile → validate → report. Each step builds on the last.
Review & Export
Review dashboard with checkpoint status, approve human-gated stages, export formatted GAAP financial statements.
The Close Pipeline
Visualize how data flows through each stage of the AI close process — from trial balance upload to GAAP-compliant financial statements.
What You Get
Sequential Checkpoints
Each close step runs in order with human approval gates between stages for complete control.
GAAP Financial Statements
Balance Sheet, Income Statement, Cash Flow auto-formatted to ASC 720 Schedule III requirements.
Reconciliation Auto-Rollforward
Prior period reconciliations auto-populate current period with variances and explanation prompts.
Variance Analysis
Every material balance change explained with driver breakdown and prior period comparison.
Before & After
- 16-day manual close with hundreds of checklist items tracked in email threads
- Reconciliations done in separate workbooks — no central view of status
- Balance sheet account reconciliations built manually and stored in individual Excel files
- Variance analysis done post-close in a second Excel file — information arrives too late
- Financial statements built from scratch in a third file by the controller
- Audit prep starts 1 week before close — team scrambles to compile supporting schedules
- No real-time visibility into close status — CFO asks controller multiple times daily
- 4-day AI-accelerated close with automated checklist visible to entire finance team
- All reconciliations auto-populated with prior period carryforward and current-period variance
- Balance sheet account reconciliations in one dashboard with AI explanations for variances
- Variance analysis runs at each checkpoint with alerts when balances deviate >10% from baseline
- Financial statements auto-generated from trial balance with ASC 210/606/842 compliance
- Audit documentation compiled automatically throughout the close — no scramble at month-end
- Real-time status visible to CFO at any time — green/yellow/red on each close step
How It Compares
We went from a 16-day close to a 4-day close in 3 months. The variance analysis alone identified $180K of misclassified expenses in the first month. I now have visibility into close status in real time — I no longer have to ask the controller where we are.
Connects with your ERP in minutes
MCP-isolated sessions per tenant — your ERP credentials are never shared across organizations.
Calculate Your ROI
See exactly how much time and money Month-End Close AI saves based on your team size and close duration.
Open ROI CalculatorFrequently Asked Questions
Ready to Streamline Your Close?
See how AI can transform your month-end process.