Your ERP records the books.
You run the business.
A governed finance workspace for the work ERPs were never built to orchestrate: reconcile, explain, approve, report, and improve every period. Connect the systems you have. Give your team the intelligence and control to close with confidence.
More than close automation
The finance layer your ERP leaves unfinished.
The ledger remains the source of record. Finadvantage becomes the source of action: a place where finance teams ask questions, build workflows, review exceptions, and publish trusted outputs without stitching together six point solutions.
Ask the finance workspace
Chat that knows your books
Ask what changed, what is late, or which accounts need attention. Answers cite the source, period, workflow run, and evidence behind the number.
Agent builder
Put judgment where it belongs
Compose agents for commentary, exception triage, document review, and policy checks. Human approval stays in the loop for decisions that matter.
Pipeline builder
Turn the close into infrastructure
Build reusable pipelines from inputs, SQL transforms, matching, enrichment, approvals, and outputs. Every run is replayable and inspectable.
Audit trail
Evidence is created as work happens
Source snapshots, transformations, tool calls, reviewer decisions, and posting records travel with every result instead of being assembled after the fact.
Reporting
From ledger to board pack
Generate statements, flux explanations, cash views, and management packs from the same governed data used to close the books.
Integrations
Sit above the systems you already own
Connect ERP, banks, payroll, expenses, documents, and spreadsheets without forcing a finance team into another system of record.
PE-backed portfolio companies
One close standard across every portco.
Whether standalone or PE-backed, the operating model is the same — portfolio companies additionally get multi-entity consolidation, a standardized reporting pack for sponsors and lenders, and audit defensibility across the hold period.
Multi-entity consolidation
Intercompany matching, elimination entries, and a consolidated close across every entity in the structure.
Sponsor-ready reporting pack
The same flux commentary, statements, and cash views every month — formatted for lenders, sponsors, and diligence.
Diligence-proof evidence
Every portco number traces to a query, a run, and a signature — ready for audit, exit diligence, or a refinancing memo.
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 benchmarkThe complete finance catalog
Every use case. One governed workspace.
Start with the close, then expand into cash, forecasting, revenue, assets, tax, and controls. Select any item to see the operating model behind it.
The Close
Reconciliation, close orchestration, and reporting — the core monthly cycle, run as repeatable workflows.
Working Capital & Cash
AP, AR, and cash — keep the operating cycle moving with less manual work.
Forecasting & Modeling
From budget to board-ready scenario analysis.
Revenue & Assets
Complex accounting that is deterministic, not estimated.
Tax
Provision, compliance, and documentation — without the annual scramble.
Bank Reconciliation
Bank feeds flow into the ERP automatically; AI matches transactions, flags exceptions for review, and posts reconciled entries.
How it runs
- 1Upload a bank statement (CSV, OFX, or PDF) and a GL export, or connect QuickBooks, Xero, or NetSuite directly
- 2SQL runs exact, amount-tolerance, date-tolerance, and fuzzy-description matching strategies against every line
- 3Only the transactions no rule can confidently match are flagged for your review — not the whole file
- 4Approved matches post back to your ERP, and a read-back confirms the write actually landed
Built-in control
- Matching runs as SQL you approve
- Every match traces to the rule that made it
- Exception-only review queue
Your stack, not a rip-and-replace
Connect the systems. Orchestrate the work between them.
Deep native connectors for the systems finance teams depend on, plus 200+ more through Apideck. Read-back validation keeps the source and the output aligned.
Deep native connectors — bidirectional sync · read-back validation
Control without compromise
Automation that earns the controller’s trust.
Prove it on your books
What it costs vs. what it saves
Run your own numbers, not ours. Each workflow calculator is built from the inputs you enter — hours, rates, transaction volume — and shows the time and money saved on your books.
Bank Reconciliation
Compare the cost of the plan against the hours your team spends matching statements every month.
Try this calculatorMonth-End Close
See the calendar-days and headcount-hours a faster close frees up for your team.
Try this calculatorInvoice Processing
Estimate the saving from handling AP invoices without manual data entry.
Try this calculatorWhere does your finance team stand on AI readiness?
Take a free 3-5 minute assessment. Get a 0-100 readiness score, your top gaps, and a shareable PDF report — mapped to the workflows that close them.
Built for CPA firms and finance teams — pick your segment in the assessment's first question. Or see the benchmark first