Financial Close Automation
You shouldn't still be closing the books at 8pm in week two.
Reconciliations get pulled overnight, accruals drafted, open items flagged with whatever’s blocking them. You approve through the morning; agents prep every entry for posting.
~15 hrs/close back to you · close by day 3 instead of day 10
HOW IT WORKS
Three steps per close.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents pull reconciliations and accruals the night the period ends.
From your ERP subledgers, bank statements, and prior-period roll-forwards. Every balance-sheet account queued for reconciliation before the team opens the close checklist in the morning.
Step 2
Recs run. Accruals match. Flux gets drafted. Open items come flagged.
Balance-sheet reconciliations tick and tie. Accruals roll from the prior period and match booking patterns. Each P&L line that moved gets a flux explanation. What’s still blocked surfaces with the one thing holding it up.
Step 3
Your Controller approves the package. Agents prep the entries for posting.
One close package — reconciliations done, accruals matched, flux written, open items explained. Approve and agents prep the entries for posting; reject a line and we chase the root cause. Books close on day three, not day ten.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Post close entries to the GL without your Controller approving the package.
- Mark a reconciliation as cleared when the balance doesn't tie.
- Send anything to your auditor without you reviewing it first.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Reconciliations and accruals run per entity, then consolidate against your elimination rules. Multi-currency is supported — translated against your close rates.
Every draft carries its source data and prompt trail. Your auditor sees the same evidence you do — nothing is generated without traceability.
It can, at the smaller end. For larger closes, we layer on top and run the agent work — your BlackLine keeps the controls.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
