Turn accounting workflows into living checklists. Assign steps to humans or agents, capture approvals, and let the system learn your routines.
Save days of your close
AI-delegable roadmaps that reduce errors, speed onboarding, and save time.
Improved Accuracy and Consistency
Accountable record of task ownership with clear visibility into complex workflows.
Human judgment, where it matters most.
Approve or delegate tasks, so sensitive work stays human. Let AI handle the rest.
Define tasks, delegate to people or agents, capture approvals, and guide every month-end close with structure that adapts to your team.
Tasks
Define once, repeat every close. Create recurring tasks in plain English and turn them into structured workflows.
Checklist
Create a new task
You are an expert accountant specializing in accrual accounting where you do prepaid treatment on bills.
Delegate
The right owner for every step. Assign tasks to agents where possible, or to humans where judgment is required.
Accrue SaaS renewals
Task
ANALYZE
Identified as
Recurring expense
RULE CHECK
No judgement required
Human
AI
Delegate to
Background Agent
AP
Human in the loop
Approvals built in. Route approvals through the checklist with context and audit trail.
Bill
$25,000
Approve
Fixed Asset Depreciation
Vehicle ⋅ 2025 Tesla Model 3
Amount
$18,240
Purchase Date
Oct 7, 2025
Useful Life
60 Months
Month End Close
Close without spreadsheets. Translate your existing spreadsheets into dynamic AI-driven tasks.
Reconcile Bank Account
Accrue Payroll
Post Fixed Assets
From process.
To progress.
From zero-day close to lower costs, here’s what firms and companies gain in practice.
$
3,000
per month
in freed capacity for every team, equal to reducing one FTE week of effort without adding headcount.
80
h / month
