Without an agent
With an agent
01The open items
The close runs on a sheet, not the ledger.
Your ledger posts the routine entries. Every open item gets chased somewhere else.
The close shouldn't be a forensic exercise. We build the AI agents, automated workflows, and software that carry the matching, chasing, and assembling, so your team reviews numbers instead of rebuilding them.
AR, AP, payroll, revenue, intercompany. The queue that runs the close sits outside the ledger, the treatment calls wait on one person, and the sub-ledger, the GL and the bank still disagree.
Without an agent
With an agent
Your ledger posts the routine entries. Every open item gets chased somewhere else.
Accrue it or not, capitalize it or expense it. The answer moves with whoever is in.
With AI in the mix
The same test books it every period, and the reasoning sits on the entry.
52 treatments loggedFinding the one entry that explains it takes a day of digging through both sides.
With AI in the mix
Reconciled daily, with the entry behind every variance named.
…and many more use cases
What we design and ship inside your operation, in whatever mix the work calls for. For many of these jobs, an agent is already built.
Any document you handle, turned into usable data.
Ready-made agentInvoice matching→Multi-step work that runs start to finish.
Ready-made agentCollections follow-up→Faster calls, with the evidence already attached.
Ready-made agentVendor onboarding→Oversight that builds its own paper trail.
Ready-made agentThree-way reconciliation→Reporting that renders from the source, not by hand.
Ready-made agentInvestor reporting pack→Vendor and customer questions handled in plain language.
Ready-made agentShared inbox triage→Each one starts from work we’ve already built for clients, then gets fitted to your systems and your rules, and it’s yours to keep. Live in 3 to 6 weeks, at a fixed price.
A commercial real estate firm closed its quarter across property software, Excel rollups, and hand-assembled investor packs, and the rollup took the same two weeks every time. We built one operating layer that renders the report straight from the source, so the book grew without the finance team growing with it.
Read the case studyYou already have approval thresholds, segregation of duties, and auditors who ask for support. We build inside them. That shapes the work from day one, instead of becoming a checklist at the end.
Your approval chains and record-keeping rules go in from day one. If your policy says a person signs off, the system enforces it.
Our team has worked with personal data, SOC 2 requirements, and records a regulator can ask for. Yours won't be the first security review we've answered.
The code, the accounts, and the documentation are yours. Nothing to hand back at the end, and the architecture is your IP to use forever.
Some teams arrive with one process that's breaking. Others want to rebuild how the department runs. We meet you where you are.
A proven agent for one job, like invoice matching or collections follow-up, set up on your systems and your rules and live in 3 to 6 weeks. It runs in your own accounts, and your people approve what matters.
See the agents →A few weeks to map how the work really moves, audit your stack, your data, and your controls, and find where AI pays back. Delivered with a working prototype on your own files, before anyone commits to a build.
Learn about the Jumpstart →Your prototypes built into production software by a lean team that stays through launch, rollout, and your first audit on the new system. The code is yours, in your own accounts.
Learn about the Studio →