Bookkeeping firms · workflow automation
Month-end close and client reporting, rebuilt as software you own.
Month-end close is the same sequence every period - pull the data, reconcile it, compute the numbers, build the statements, send them - yet most firms rebuild it by hand for every client. Rebuilt as deterministic software, the repetitive parts run the same way every time at near-zero cost, and you keep your eyes on the judgment calls. By our read, most of the close is rules, not human time.
The deterministic teardown
86%
of month-end close + client reporting runs on deterministic rules
6/7 steps at $0 runtime · 1 use AI
Deterministic steps run as rules / templates / lookups - no model call, near-zero cost. This teardown is our estimate, not measured client data.
Common questions
No. It sits on top of the tools you already use and automates the recurring close and reporting steps around them - the pulling, reconciling, formatting, and delivery - so you spend your time on judgment, not assembly.
You are. This is workflow software, not a substitute for a bookkeeper. It runs the deterministic steps and drafts the summary; the professional reviews and signs off before anything reaches a client.
Other industries
See it on your own workflow
