How your close runs itself
One flagship workflow · packaged close
Your close on autopilot
Fifteen minutes to first connection. A week to first close. Then the close shapes itself from your data, runs itself on schedule, and leaves you the exceptions — with evidence for everything.
- 1
Connect your sources
ERP, bank feeds, Drive and OneDrive. The moment a source connects, we explore it — column profiles pulled live, no sample uploads. The lake starts filling on day one.
Native depth · 200+ via Apideck - 2
Get your close shaped
Suggest close tasks: bank recs per account, AP/AR, inventory, COGS, statements, flux — scoped from your actual data, dependencies auto-wired. Not a template; your close.
Tasks shaped from your data - 3
Review and confirm
A pre-checked proposal with per-task scope you can edit and regenerate with plain-English notes. Your confirm is the sign-off — nothing runs before it, and the draft is the audit record.
1 human sign-off - 4
The close runs itself
Scheduled runs fire in dependency order. Simple tasks replay canonical clones, judgment work goes to agent flows — only genuinely complex work gets a generated pipeline. Cost follows complexity.
Scheduled · gated · ordered - 5
Work exceptions, then certify
Morning view: what completed, what waits, what needs you. Adjusting JEs move draft → approve → post → revert. Certify with the evidence attached — every number traces to its run.
Exceptions only
Run bundle · October close
Execution tracePipeline trace
Dependency order · 09:00–09:14 UTC
Auto-match trend
Illustrative monthly rate
Interface illustration — sample run figures. Inputs, queries, review decisions, and write-back confirmations stay attached.
See the published benchmarkWorkflows
Built-in Accounting Workflows
Bank Reconciliation
Match bank transactions against GL entries with multi-strategy matching. Flag discrepancies for human review.
Month-End Close
Sequential close workflow combining reconciliation, classification, and validation with checkpoints.
Invoice Processing
Take AP invoices from raw PDF or email through PO matching, GL coding, and posting.
Revenue & Accruals
Classify transactions by delivery status and create recognition or deferral journal entries.
Payroll Reconciliation
Three-way matching across the payroll register, bank debits, and GL postings.
Financial Reporting
Generate Excel reporting packs with Balance Sheet, P&L, Cash Flow, and Notes.
Cash Application
Match incoming payments to open invoices and clear suspense automatically.
Collections
Prioritize the AR queue and automate dunning by risk score.
Vendor Management
Keep vendor data clean and consistent across the AP pipeline.
Procurement
Automate purchase-order and approval workflows before invoices arrive.
Deterministic by default. AI only where it earns its keep.
Most AI accounting tools run every transaction through a language model, which makes results non-repeatable and hard to defend to an auditor. We do the opposite: a DuckDB SQL engine processes the bulk of the work — matching, classification, validation — the same way on every replay. The LLM drafts that SQL for your review and handles genuinely ambiguous cases the rules can't resolve.
1. SQL runs the bulk
run_sql runs matching, classification, and validation on DuckDB. An approved query replays deterministically; a schema change or new period forces a re-review.
2. LLM handles the edge cases
Only transactions the rules can’t confidently resolve are escalated to an LLM call — narrow, targeted, and logged like everything else.
3. Every step is logged
Every SQL query, every LLM call, and every human approval or override is written to the audit trail — exportable for external review.
What Sets Us Apart
Reviewed SQL Execution
Your logic runs as SQL, reviewed by you, then replayed deterministically on DuckDB. The LLM drafts the SQL and handles cases the rules can’t resolve.
Visual Pipeline Builder
Compose workflows from a registry of 120+ atomic tools across matching, extraction, GL classification, consolidation, fixed assets, and more — drag-and-drop, with human review gates and conditional branches, no code.
US Accounting Standards
Financial statements formatted to US accounting presentation standards. Classification rules applied automatically, with your team reviewing before anything posts.
Full Chain-of-Custody Audit Trail
Every SQL query, every LLM call, and every human approval is logged and exportable — not just a summary, the actual decision trail.
Ready to automate your finance ops?
See the workflows in action — then join early access for onboarding as we expand.
See the workflows