Close and reconciliation
Assemble support, flag unmatched items, and route exceptions before they delay the close.
Finance & accounting leaders
Keep finance moving without giving up control.
Built for CFOs, finance directors, controllers, and heads of accounting who own the close, forecast, approvals, working capital, and audit readiness.
Best-fit workflows
Finance work where context, control, and timing meet.
Forecast and variance
Bring current signals, assumptions, and material changes into one decision-ready review.
Approvals and exceptions
Check policy, prepare context, and send material decisions to the accountable person.
Audit and compliance evidence
Keep source evidence, decisions, owners, and resolution history connected and reviewable.
Decision rights
Agents prepare and route. Finance leaders decide.
CFO or Finance Director
Owns finance policy, forecast confidence, working-capital decisions, and the material exceptions that need executive judgment.
Controller or Head of Accounting
Owns close accuracy, reconciliations, financial controls, audit support, and the operating quality of accounting workflows.