Closes your books while you sleep.
Runs your month-end checklist daily, not just on close week. Flags blockers, re-sequences dependent tasks, drafts the Controller sign-off memo, files the audit packet.
No demo magic. Real actions, real audit trail.
Each action runs through the same engine your humans use: same posting rules, same approval routing, same audit log. The agent's name is on every transaction it touches.
The logic behind every action.
Not a black box. The decision rules are explicit, configurable, and surfaced on every action so the auditor (and you) can trace the why.
Off-switch per agent. Always.
Every agent runs on a leash you set. Approval thresholds, dry-run mode, per-entity disable, audit trail, your call.
A real activity log.
Excerpted from a production tenant. Every line is signed, timestamped, and traceable to the action it represents.
The skills this agent calls.
Every agent is composed from the underlying ERP skills, the same ones your humans use. No private data path, no shadow ledger.
Common questions.
Asked by the people whose name goes on the audit packet.
What happens if the agent is wrong?
Every action is reversible. The agent posts through the same JE engine your humans use, with the same audit trail and approval routing. If a recurring reversal posts in error, the original JE id is on the reversal: one-click roll-back. The Controller sign-off step is the human gate before HardClose.
Can the agent close the period itself?
Only if you let it. By default, period state changes (Open SoftClose HardClose) require Controller sign-off. You can grant the agent SoftClose autonomy per entity if you want; HardClose typically stays human-only for audit reasons.
How does it handle our custom close steps?
Add custom tasks to the close template with their dependencies, owners, and approval rules. The agent treats them like any standard step: runs what it can, flags what it can't.
What does 'saves 5 days / close' mean?
Average across mid-market multi-entity customers running this agent for 3+ closes. Close-week effort drops because the recurring work happens daily and Blockers are surfaced 5–7 days earlier than a manual checklist would catch them.
Run them together.
Agents share the same ledger and the same audit trail. Period-Close hands off to Consolidation; AP Intake hands off to Approvals.
Run the Period-Close Agent on your own data.
Free to sign up. Live in 60 seconds. Walk every screen, post a test JE, invite the team. No credit card, no sales call.
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