Month-End Close & Reconciliation Automation
Month-end drags on because it is a pile of small manual jobs: matching bank lines, chasing approvals, checking accruals and building the pack.
Our month-end closer matches bank transactions, flags anything odd for review, chases approvals and prepares the month-end pack, so your numbers are ready days earlier.
Three jobs, done every day without being asked.
A real example.
On the first of the month it has matched 312 of 318 bank lines, flagged six for review and sent two approvals to the right manager. The pack is ready two days early.
Built for busy teams.
Finance teams, bookkeepers and owners of growing businesses who want faster, cleaner numbers.
Works with Xero, MYOB and Excel, and most other tools you already pay for.
Scope it. Build it. You own it.
A quick call and a look at the current process: who does it, how long it takes, what goes wrong.
Connected to Xero, MYOB and Excel. Fixed quote, agreed in writing before we start.
It starts with you approving its work. Once you trust it, it runs on its own and escalates anything unusual.
Thirty days of fixes are included. After that, an optional month-to-month care plan, thirty days' notice to stop.
Questions people ask.
Does it replace my accountant or bookkeeper?
No. It removes the repetitive work so they can focus on review and advice, and usually makes their job cheaper.
How does it know how to code things?
It learns from how your transactions have been coded before and the rules you give it, and asks when it is unsure.
How much does it cost?
Every build is fixed-quoted after we understand your process, so you know the price before we start. You pay for the project, not per seat, and if it takes us longer than we said, that's our problem.
Who owns it?
You do. It is built in your own accounts, you own every line of code, and nothing stops working if you stop working with us.
Is our data safe?
It runs inside your existing systems. We don't copy your data into tools you don't control, and access is limited to what the assistant needs.
Often built together.
Tell us what eats your week.
No pitch deck. We'll tell you straight whether it can run itself, what it would take and what it would save. Every build is fixed-quoted and you own every line of it.