We automate the repeatable work inside your close on Claude: reconciliations, accrual drafts, AP matching, and revenue schedules, running inside the systems your team already uses.
Prefer a ballpark first? Close Cycle Lab or AP Leak Lab.
Systems we meet you in: NetSuite, Sage Intacct, QuickBooks, Xero, Bill.com, and Excel — close, AP/AR, and rev-rec included.
Want a quick read on where your close days go? Open the Close Cycle Lab ›· size AP leakage in the AP Leak Lab ›· or bank-rec hours in the Bank-rec map ›
Every judgment call, exception review, and posting approval stays with your accounting team. We automate the repeatable work; your accountants run it and sign off on what goes to the ledger.
The Finance Diagnostic is a fixed-fee, three-to-four-week health check of your finance function, credited toward your first quarter. For companies from $2M in revenue or Series A onward.
We map close, bank rec, AP, or AR grind — automate one live on Claude and hand your controller a measured hours figure.
Get my free Snapshot ›Reconciliations, accrual drafts, or AP matching in your own GL — documented and owned by you.
See automation services ›A standing close-automation partner: new workflows each month through the close calendar.
See how retainers work ›Need the leader, not just the bots — a written roadmap credited toward your first quarter.
See finance leadership ›Usually reconciliations, accrual drafts, AP matching, bank-rec exceptions, and revenue schedules — the highest-hour, rules-based work inside the tools you already run.
No. Automation drafts and routes; human review stays on postings that affect the books. Control ownership remains with your finance team.
The lab is an illustrative Monte Carlo capacity band. The Snapshot replaces it with a measured process map and one live automation on your numbers.
We map every step in your close, put hours and dollars on the repeatable work, and hand the findings to your controller. That number is yours before we talk about anything else.