AI-powered accruals engine + financial statement auto-generation
โ Close Complete
Start Your Monthly Close
The close agent runs in 4 steps: sync data โ detect accruals โ generate statements โ produce close package. Takes about 30 seconds.
1
Verify GL Data
Checks that financial data exists for the selected period
2
Detect Accruals
Pattern-matches prior periods to flag missing entries
3
Generate Statements
P&L, Balance Sheet, Cash Flow with AI narratives
4
Finalize Close Package
Board-ready PDF with executive summary
No QuickBooks/Xero yet? Load demo data to see the full workflow end-to-end.
Close Complete
Accrual Suggestions
AI-detected entries that may be missing from this period's books
Income Statement (P&L)
Balance Sheet
Cash Flow Statement