Your AI Controllership Team Deployed in Minutes
AI agents that support every phase of your monthly close \u2014 from daily operations through compliance and strategic intelligence.
The Problem
Month-end close still takes 5–10 business days at most companies
Controllers spend 60%+ of their time on manual reconciliation, data gathering, and chasing status updates
Hiring for every sub-function (AP, AR, revenue, controls) is expensive and slow
Generic AI tools don’t understand GAAP, close workflows, or audit requirements
The Monthly Close Cycle
Click any phase to see how AI agents support your team.
Daily Operations
Day 1 – 20
Unified Cash Position Dashboard
Your agent consolidates bank accounts, investment accounts, and cash flow forecasts into a single dashboard with transaction parsing and 7-30 day liquidity forecasting.
Single pane of glass replacing manual spreadsheet consolidation.Transaction Analysis at Scale
Query millions of transactions across hundreds of accounts instantly. Slice by account, counterparty, platform, or time period — no data team required.
1.16M transactions analyzed across 612 accounts.Automated Treasury Operations
Your agent executes routine treasury operations — balance checks, transfers, compliance lookups — with built-in safeguards requiring your confirmation before any financial action.
Programmatic operations with human confirmation guardrails.What’s in the Pack
4 agents, 12 skills, 4 MCPs, 2 boards
Auto-classify transactions, prepare JEs, detect anomalies
Bank rec, subledger matching, BS substantiation
Close checklist, flux analysis, accrual identification
Financial packages, footnotes, real-time statements
Ready to deploy your AI controllership team?
Start with the free Core pack or go all-in with the Full team.