Process map
Close → evidence
Owners, dependencies, cut-offs, exception paths, and judgment points.
All reference systems
Illustrative system · Finance operations
Close the books without the chase.
A close-readiness system that watches reconciliations, collects missing evidence, prepares exception queues, and gives controllers a live operating picture before close day.
Illustrative baseline and targets · not client resultsOutcome modelillustrative targets · not client results
Close cycle
12 days→7 days
Routine exceptions
Manual triage→70% prepared
Cash position
Late morning→Ready by 08:00
Outcome model
Move finance from spreadsheet follow-up to one controlled queue of work, evidence, exceptions, and decisions.
Close cycle7 daysIllustrative target
Routine exceptions70% preparedIllustrative target
Cash positionReady by 08:00Illustrative target
Operating queueStateOwner
REC-1048Bank reconciliation varianceNeeds reviewController
AP-2831PO amount mismatchPreparedAP analyst
CLS-091Evidence missingOwner notifiedEntity lead
Department audit
Understand the department before changing it.
The audit creates the workflow and systems map, baseline, controls, opportunity ranking, expected ROI, and decision-ready implementation plan.
Control register
Permissioned
Approval thresholds, separation of duties, and required audit evidence.
Baseline
Measured first
Cycle time, manual touches, exception age, rework, and reporting latency.
Production trace
One complete path, with decisions and actions visible.
Automated work, judgment gates, source evidence, and write-back logic are designed as one observable system.
Automated
Watch close dependencies
Monitor reconciliations, task completion, feeds, and required evidence.
Automated
Assemble the exception
Retrieve source records, explain the mismatch, and propose the next action.
Human judgment
Controller judgment gate
Route policy-sensitive or low-confidence items with complete context.
Automated
Write back and report
Update the system of record, preserve the trace, and refresh close readiness.
Team views
One system. The right view for every role.
My queue
Only the items that need judgment, with evidence already assembled.
Readiness and risk
Exceptions by materiality, owner, control, and time remaining.
Decision narrative
A concise view of close confidence, cash position, and unresolved exposure.
Controls and rollout
Production boundaries, designed from the start.
The agent receives only the access, authority, and responsibility it has earned through evaluation.
Role-based access inherited from finance systems
Materiality and confidence thresholds
Human approval for journals and policy exceptions
Evidence, actions, and overrides logged
Fallback queue when a source system is unavailable
No write-back without a validated destination
On-site discovery
Observe the close alongside finance teams, trace systems and evidence, and collect representative exceptions.
Department audit
Map dependencies, controls, baselines, AI opportunities, expected ROI, and the first-wave architecture.
First implementation wave
Connect sources, build the queue and agent trace, validate representative closes, and release a controlled production scope.
Improve and expand
Review quality and adoption, harden exceptions, and connect the next finance workflows when evidence supports it.
Start with one department
Show us how the work really moves.
We will map the department, rank the opportunities, decide what to preserve, connect, buy, or build, and define the first production wave and its expansion path.
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