Same month-end close. Done in a fraction of the hours.
Automate 80% of your close process. AI prepares every schedule, reconciliation, and journal entry for you to post.
The close process is painfully manual for most companies.
It’s the same tedious work regardless of your company size, with three problems compounding.
Knowledge Transfer Risk
Most close processes exist nowhere but in someone’s head. SOPs go stale the month they’re written. The rest lives in habits, workbooks, and memory. When someone leaves, their knowledge goes with them.
Time-staking Work
Reconciliations, allocations, amortization, accruals, JE prep. Repetitive tasks that eats up your most expensive people at the exact moment you need their judgment.
AI You Can’t Audit
Generic AI tools promise autonomy; you need something you can actually check. An agent that “just does the close” with no one able to verify it is a risk you can’t afford to take.
AI automates key close activities, inside the tools you already use.
Nine close activities encoded into AI-powered workflows, built to fit the ERP and stack your team already runs on.
Expense coding
Codes transactions to the right account and flags anything it can’t confidently place.
Payroll reconciliation
Ties every payroll run to the general ledger before it reaches your desk.
Revenue recognition
Matches contracts to revenue schedules and flags exceptions for review.
Allocations
Splits shared costs across entities using the rules your team already applies.
Amortization
Runs the schedule and posts the entry every period, without manual upkeep.
Accrual
Estimates and records accruals from historical patterns in your data.
Commissions
Calculates commission payouts directly from sales and contract data.
Verifications
Cross-checks figures against source systems before they reach your review queue.
Weekly P&L
Builds a rolling flash P&L as a byproduct of the close, not extra work.
We automated 80% of our month-end close in six weeks.
AnswerRocket’s own senior accountant was leaving: three legal entities, five payroll populations, and a close that had to keep happening anyway. In just six weeks, the team automated nearly every step of the process.
A multi-entity close held together by one departing expert and years of undocumented handoffs.
Nine close activities encoded into an custom AI solution (expense coding, payroll reconciliation, revenue recognition, allocations, prepaids, commissions, and more), executed under one orchestrated runbook.
Live closes in production, with every entry posted by a human, and every automated workflow sharper than the month before.
A forward-looking weekly flash P&L unlocked. Once the close is encoded, it becomes a library to build on.
AI does the prep. You keep every approval.
The AI runs your month-end close process as a set of governed, repeatable tasks. Every task runs through two checks: a fixed ceiling on what it can do and a confidence check before it acts.
Explains numbers, drafts memos and emails, prepares schedules, reconciliations, and import-ready JE files. Every step logged. Nothing sent, nothing posted.
Anything that changes a record or leaves the system. A named person approves it, every single time.
A hard stop, at any confidence:
The AI acts only when it’s sure and the action is safe. Judgment calls it writes up with its reasoning, then waits. Anything that looks off, it stops and hands to you.
The AI never posts, pays, or closes. Your experts do.
You remain the accountant of record.
The AI does the heavy lifting.
Go from tribal knowledge to governed automation, in five moves.
This isn’t cookie-cutter software. We build a bespoke AI solution that automates your specific workflows in just a few weeks.
Discover
Use what already exists. Handoff recordings, checklists, filed workbooks, the controller’s inbox. Build your own close from transition transcripts, not from a months-long discovery questionnaire. Use resources to gain an understanding of the close process.
Encode
Each close activity becomes a governed, repeatable task. The rules live in plain language your team can read and edit. The math (amortization, allocations, payroll deltas, commissions) lives in code. The model handles judgment; the code handles arithmetic.
Prove
Test against your own filed history. We evaluate the AI agent’s results against a month you’ve already closed until it matches to the penny.
Run in parallel
Live period, human hands. The system runs next to your team: it prepares JE packages, drafts memos, and queues exceptions. Your team reviews, corrects, and posts.
Compound
Every correction becomes a rule. We compare each run against what your team actually did. Repeated corrections become dated rules, one-offs become notes. The AI improves over time.
Ready to automate your month-end close process?
Let’s start with a working session: your controller, one filed month, and our method.
We’ll show you how your close activities can be cleanly automated, using your own books as the proof, before you commit to anything.