Features
AI-driven bank reconciliation (~95% match rate)
Automated accrual identification and schedule preparation
Payroll, revenue deferral, and amortization schedule rebuilding
Flux and variance analysis with exception surfacing
Intercompany and multi-entity allocation and elimination
Journal entry drafting with evidence attachment and posting
UI-driven workflows for ERP navigation and manual steps
Approval workflows with one-click approval of proposed entries
Continuous close support for real-time book accuracy
Audit-ready control with full logging and reviewability
Working paper and schedule creation within the platform
Centralized task, reconciliation, and journal management
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
