Your team reviews results instead of building them
Most month-end work follows the same steps every month. That makes it a good candidate for automation, as long as the checks are built in. AI then handles the parts that used to need a person to read and write.
What we automate
- Month-end reporting: management accounts, board packs and KPI reports produced automatically
- Reconciliations: bank, intercompany and system-to-ledger checks with exceptions flagged
- AI commentary: first-draft variance commentary for your team to review and finalise
- Document processing: AI that reads invoices, statements and emails and pulls out the data
- Data collection: exports, emails and files gathered and cleaned without manual handling
- Approvals and workflows: Power Automate flows across Microsoft 365
Why it works
We're accountants first. We know what a month-end close involves, where errors creep in and what your auditors will ask. Every automation has checks built in, AI output is always reviewed by a person, and there's a clear trail back to the source data.
How it works
- Map your current process step by step, and find where the time goes
- Automate the biggest time-sinks first so you see results early
- Run side by side with your manual process until the numbers match
- Hand over with documentation your team can follow
Read more: How do you automate month-end reporting?