AI Close Co-pilot
Close the books in days, not weeks, with context, not chaos.
Variance flags across thousands of GL lines in under 90 seconds. Auto-tied to last month's narrative, last quarter's board read, and the assumptions you set in your model, so anomalies surface with the context that makes them actionable.
A repeatable cadence, not a one-off project.
Every retainer follows this rhythm. The AI does the mechanical work; a senior advisor owns the judgment.
GL ingestion
Pull from Xero/QuickBooks/NetSuite. Normalize chart of accounts.
Variance scan
AI flags anomalies, ties to prior narratives, scores materiality.
Senior review
Your advisor curates the list, what's real, what's noise.
Close + narrative
Reporting pack drafted, board-ready commentary attached.
Machines for speed. Humans for judgment.
AI handles
- Scans thousands of GL lines in seconds
- Cross-references prior period narratives
- Drafts first-pass variance commentary
- Detects duplicate entries and miscodings
Senior advisor owns
- Validates materiality and root cause
- Writes the story behind the numbers
- Decides what reaches the board
- Owns sign-off and quality control
Deliverables, every cycle.
- Monthly close package with narrative
- Variance report with materiality scoring
- KPI dashboard updated weekly
- Tie-out of every flagged anomaly
Answers, before you ask.
Does this replace our bookkeeper?
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No. We sit above your bookkeeper. They produce the data; we interpret and act on it.
Which accounting systems do you support?
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Xero, QuickBooks Online, NetSuite, Sage Intacct. We can adapt to others on request.
How long until we see our first close?
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Within 14 days of onboarding. Most clients see their first AI-assisted close in week 2.
Ready to put this to work?
Start with a $400 diagnostic. Two weeks. One senior advisor.