The agentic finance team.
Four workflows, one platform. Each one runs as an agent that connects to your stack, learns your business, and executes the work with your team in the loop.
Workflow 01
Closes the books in days, not weeks.
Every close task tracked, owned, and status-aware. Agents run reconciliations, accruals, flux, and journal entry drafting - your team reviews, approves, and signs off. Every artifact lives in one auditable close folder.
Bank reconciliation
Agents match bank transactions to GL entries across operating, payroll, and savings accounts, flagging exceptions for review.
Accruals and adjusting entries
Recurring accruals drafted automatically each period. Agents pull source documents and propose JEs ready for approval.
Flux analysis
P&L and balance sheet flux generated against prior period and budget. Material variances flagged with a draft narrative.
Journal entry drafting
Depreciation, deferred revenue, SBC, intercompany, drafted by agents, reviewed by your team, posted to the GL on approval.
Close folder
Every reconciliation, JE, exception, and approval, in one place. Audit-ready by default.
Close workbench
Every close task tracked with owner, status, and dependencies. Real-time visibility into where the close stands.
Workflow 02
Manages revenue end-to-end.
Order-to-cash on autopilot. Agents handle invoicing, collections, deferred revenue, and revenue recognition, pulling context from your CRM, contracts, and billing systems so cash timing is visible long before close.
Invoicing
Agents generate invoices from signed contracts and billing schedules. Errors caught before they hit the customer.
Collections
Aging tracked across customers and entities. Agents draft outreach, route escalations, and surface payment risk.
Deferred revenue
Schedules built and maintained automatically from contract terms. Roll-forwards generated for every close.
Revenue recognition
ASC 606 logic applied per contract, performance obligations, allocations, and recognition timing handled by agents with full audit trail.
Cash timing visibility
Invoiced, collected, and forecasted cash views, live, traced back to source contracts and customers.
Workflow 03
Forecasts cash, live and explainable.
A 13-week cash forecast built from your AR, AP, contracts, and recurring patterns — not a spreadsheet refreshed once a quarter. Every cell is auditable. Every scenario rebuilds in seconds.
13-week direct method forecast
Built live from connected systems. Updates as new invoices, payments, and bills land in your stack.
AR and AP-driven inflows and outflows
Aging schedules and payment terms drive the forecast. Recurring patterns learned from your history.
Scenario modeling
Toggle a delayed payment, a new hire, a deal slip — the forecast rebuilds. No reformulating cells.
Explainable cells
Click any number. See the reasoning, the source data, and the math behind it.
Min-cash and risk flags
Agents surface min-cash weeks, covenant risks, and timing shifts you wouldn't catch in a spreadsheet review.
Workflow 04
Analyzes across systems, in real-time.
Variance, cohort, and board-ready commentary across ERP, CRM, and HRIS. Every number traces back to a source transaction. Answers in minutes, not days of data assembly.
Variance analysis with drivers
Budget vs. actual broken down by line item, with driver explanations tied to source transactions.
Cross-system root cause
Traces revenue to CRM deals, expenses to HRIS headcount, margins to operations — across systems, in seconds.
Board-ready commentary
Variance narratives, summaries, and presentation-ready outputs generated automatically from live data.
Natural language Q&A
Ask any question about your financials. Answers backed by source transactions, not guesses.
Transaction-level traceability
Every number traces to a specific transaction. If an agent can't verify it, it doesn't show it.
Industry-aware analysis
Understands SaaS metrics, e-commerce margins, and manufacturing cost structures natively — not generic analysis.