Finance
Collections follow-up by risk
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
Agent
Finance · Custom app
Month-end close support
AI month-end close checklist for small finance teams
A close workspace that tracks every task, flags odd balances and drafts accruals and variance notes, so the month closes on time with fewer surprises.
01 today
The problem
In a small finance team, the close lives in a spreadsheet checklist and one person's memory. Accruals get missed, odd balances are spotted after the numbers have gone to the owner, and variance notes are written in a rush on the last day.
02 the run
What the AI does
- Step 1: Builds the close checklist for the month from your template and assigns each task an owner and a due date.
- Step 2: Pulls trial balances from Xero, QuickBooks or NetSuite and compares each account with prior months to flag unusual movements.
- Step 3: Drafts recurring accruals and prepayment entries from last month's schedule and open purchase orders.
- Step 4: Writes first-draft variance notes for the management pack, explaining the larger movements in plain words.
- Step 5: Shows a live view of what is done, what is blocked and what is waiting on someone outside finance.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Your accountant or finance manager reviews and posts every journal. Variance notes are edited and signed off by the finance lead before the pack goes to the owner or board.
04 after
What changes
The close follows the same steps every month, whoever is in the office. Odd balances come up early in the week, not after the numbers are out.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Company assistant
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Working with teams in the United States, United Kingdom and Australia.