How It Works
Configured Around Your Finance Stack, Not a Template
Every deployment starts with your close process, your ERP, and what your board actually wants to see. Here is what that looks like.
What It Does
Six Jobs It Takes Off Your Team
Month-End Close Automation
Runs your close checklist, flags open items, reconciles accounts, and surfaces variances before the deadline, not after.
Variance Analysis
Pulls actuals versus budget, flags anomalies, and drafts the narrative your board expects. Ready before your first review meeting.
Cash Flow Forecasting
Models 13-week and rolling cash positions using your live AR, AP, and payroll data. Flags coverage gaps before they become problems.
Board and Investor Prep
Compiles the financial package, drafts commentary, and formats the deck. You review and present. Everything else is handled.
Accounts Receivable Monitoring
Flags aging invoices, drafts collection outreach, and keeps your DSO from creeping without you having to chase it.
Audit and Compliance Readiness
Maintains documentation, tracks policy adherence, and flags gaps before your auditors do. No more last-minute fire drills.
The Timeline
Running in Fifteen Minutes. Better Every Week.
You Tell It Your Finance Stack
Your ERP, accounting platform and reporting tools, your close cadence, your chart of accounts, and what your board wants to see. That is the questionnaire, and your agent is built from it and running in about fifteen minutes.
Your Agent Goes to Work
Close checklists run automatically. Variance reports draft themselves. Cash flow models update daily. Your team gets to the analysis faster than ever before.
It Gets Sharper Over Time
The agent learns your business seasonality, your board's preferences, and your team's workflows, and each close runs smoother than the last.
What It Connects To
It Plugs Into the Stack You Already Run
We do the integration work. You do not migrate systems to accommodate the agent.
Your ERP and Accounting Platform
QuickBooks, NetSuite, Sage, and others. The agent reads where the platform allows it and writes only where you want it to, so your ledger stays the source of truth.
Your Banking and AR/AP Feeds
Live cash, receivables, and payables data feeds the forecast, so the 13-week model reflects this morning rather than last month.
Your Payroll System
Payroll timing is the single largest predictable outflow in most forecasts. Pulling it in is what makes coverage gaps visible early.
Your Reporting Tools
Board packages and management reports assemble into the formats your team and your board already expect, not a new one.
Get Started
Ready to Meet Your AI Finance Agent?
Build your agent online in about fifteen minutes, or schedule a 30-minute consultation and we will show you exactly how it would be configured for your finance team.