Monthly Close

AI-powered accruals engine + financial statement auto-generation

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.