FINANCE
Close the books without chasing
The close is a checklist executed through conversations, and your controllers are the ones having them. The worker joins your close meetings, chases every open item, follows reconciliation to done, and hands you the close pack.
Built for:
Month-end is a follow-up machine wearing a finance badge
Every month, your most technical people become project managers: chasing missing journals, herding reconciliations, and sitting through status meetings that exist because the chasing needed a room. The close takes as long as the slowest reply, and the calendar knows it before you do.
The absurdity is that the accounting is mostly fine. It is the conversations around the accounting, the reminders, the confirmations, the where-are-we meetings, that stretch five days into ten and burn the team's sharpest hours on pursuit.
Before: the human bottleneck
Every month, finance becomes a follow-up machine: chasing missing journals, herding reconciliations, and sitting through status meetings that exist because chasing needed a room. The close takes as long as the slowest reply, and your best people spend it project-managing instead of analyzing.
With an AI worker
The worker runs the chase: joining controller syncs, following up on open items by call and message, tracking reconciliations to completion, and drafting the close pack for review. Your team reviews numbers instead of pursuing them, and the close shortens to the work itself.
The chase, delegated
The worker runs the follow-up layer: joining controller syncs, chasing open items by call and message on the channels your team answers, tracking each checklist item to done, and keeping status live so the meeting about status becomes unnecessary.
As items complete, it drafts the close pack: status by checklist line, exceptions resolved and open, and a summary for controller review. Your team reviews numbers instead of pursuing them. The live finance demo shows the motion end to end.
How it works
- 1
Connect your close checklist and calendar; brief the worker on your entities and owners.
- 2
It attends close meetings, chases open items across channels, and tracks status live.
- 3
You review a drafted close pack with every exception documented.
Where it runs. What it connects.
Integrations
The systems it reads and updates while the conversation happens.
Priced against the work, not the software.
An AI notetaker costs 20 dollars a month because it leaves the work on your desk. A worker is priced against the work it takes off it, and you can prove that before you spend anything.
Step 2 · Prove it solo
Delegate Solo, $99/month. One worker on your own workflow until the value is not a promise.
See SoloStep 3 · Scale what worked
Delegate Seat From $749/month.
If your controllers get two days back each month, the seat costs less than the chase did.
Compare plansWatch the finance demo run a close, then imagine your next month-end without the chase.
FAQ
Does it replace our accounting system?
No. It works alongside your GL and close checklist, handling the conversations and follow-ups that surround the numbers.
How does it chase people?
Politely and persistently: meeting participation, calls, and messages on the channels your team answers, with everything logged.
What is in the close pack?
Status by checklist item, resolved and open exceptions, and a drafted summary for controller review. Your team signs off; the worker does the legwork.
Where teams go next
All solutionsTeams that fix this usually fix these next.