Solutions

Finance close assistants

Variance commentary, reconciliations, and month-end or board narrative drafts, checklist in view, human still owns the close.

Assessment Contact

agentRAG

Close with assisted commentary

The checklist stays yours. The assistant drafts variance narrative and flags what still needs a human.

Checklist

Cut-offs, accruals, intercompany, and packs in one view.

Variance assist

Drivers drafted from trusted GL and ops measures.

Human review

Controller edits and signs off before anything ships.

Board pack

Narrative blocks ready for the monthly story.

What we build

  • Close checklist tied to your calendar and owners.
  • Variance commentary drafts grounded in trusted numbers.
  • Reconciliation assist with exception queues.
  • Board / PE pack narrative blocks for review.

What it needs

GL access or exports, chart of accounts context, and a controller sponsor. Related: Process Automation.

Next step

Start with an Assessment

Get a ranked Automation Opportunity Map of where AI pays off in your operations, then build the first wins.

Assessment