Finance
Finance Close Agent
Matches invoices to payments, flags exceptions and drafts the month-end reconciliation for review.
All agents
Typical result
Month-end close down from 4 days to 1
What it does
The Finance Close Agent pulls transactions from Stripe and your bank feed, matches them to invoices in NetSuite or QuickBooks, and prepares a clean reconciliation every night.
Matches payments to open invoices
Flags duplicates and missing receipts
Drafts journal entries for approval
Sends a daily exceptions digest
Guardrails
The agent never posts entries on its own. It stages everything for a controller to approve, and keeps a full audit trail for your auditors.
Wake up to a cleared queue.
Free for your first three agents. Every action logged, every limit yours.