AI-assisted financial close

Catch issues before close, not at the last moment

Ask "what's blocking the close?" and unmatched items and anomalies surface on screen, a fix is proposed, and on approval consolidation runs on the same ledger. A continuous close that you close as you go, instead of crunching at period-end.

Before

The close crunches at period-end. Teams reconcile numbers across systems, hunt for unmatched items by hand and discover anomalies after the fact. Quarterly consolidation is repetitive manual work.

After

AI flags abnormal entries and unmatched items up front. Just ask, and the blocker surfaces with a proposed fix; on approval consolidation continues on the same ledger. No more reconciling versions every time.

The loop, applied

Ask

Ask plainly, "what's blocking the close?"

See

Unmatched entries and anomalies surface on a live screen.

Analyze

AI pinpoints the cause and proposes a fix.

Automate

On approval, the correcting entries and consolidation run automatically.

Decide

Every step is logged to a decision trail and explainable later.

Modules involved

Finance & Ledger Treasury

Want to run this on your data?

We're recruiting design partners. Start with this scenario and run the loop on your own operation.

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