Growing company · Finance · Month end close
AI for month end close at a 200 person company
AI can match transactions, chase missing receipts, and draft variance explanations during month end close, so a finance team of three to six people closes days faster without adding headcount.
Estimate: 20 to 40 finance hours a month. Based on typical setups, not a client result.
- QuickBooks
- Gmail
- Outlook
- Slack
- Google Workspace
The problem
Close slips because people wait on receipts, match transactions by hand, and write the same variance notes every month.
What the AI setup does
- Matches bank and card lines to invoices and receipts, leaving only true exceptions for a person.
- Messages employees with missing receipts automatically and tracks replies.
- Drafts variance explanations from the ledger for the controller to edit.
How we would do it
An embedded operator on set days each week sits with the finance team, sets this up inside your existing accounting tools, and reports hours saved each month.
Tools it works with
QuickBooks or the accounting system you already run, your bank and card feeds, Gmail or Outlook for receipt requests, Slack for reminders, and Google Workspace or Microsoft 365 for the close checklist and variance notes. Nothing new for the team to learn.
What stays in your hands
Nothing posts to your ledger without a person approving it. The AI proposes matches, sends reminders you have approved the wording of, and drafts variance notes for the controller to edit. Your first automation is live in week one, usually receipt chasing, and it starts in draft and approval mode.
You own everything we build, inside your own accounts, with no licence fees after the engagement. If an automation makes a mistake, it is logged and fixed the same day, the workflow pauses until the cause is fixed, and the error appears in your weekly report.
Questions buyers ask
Does AI post entries to our ledger on its own?
No. It proposes matches and drafts notes. A person on your finance team approves anything that changes the books.
Which accounting systems does this work with?
We build inside the accounting and expense tools you already use, such as QuickBooks, plus your email and Slack for receipt chasing.
How soon does the close get faster?
The first automation, usually receipt chasing or transaction matching, is live in week one. The full effect shows over the next one or two closes as the matching rules are tuned.