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
Forecast Truth: daily anomaly detection and sandbagging flags
Pipeline Control: automated hygiene scans with rep notifications
The Closer: deal health checks and next-best action recommendations
PrepMe: auto-generated meeting briefs with account intelligence
The Scribe: auto-draft CRM updates from Gong/Zoom/Chorus transcripts
Audit Trails: tamper-evident, timestamped logs per action
Policy Enforcement: configurable rules by deal stage/team/action
Cross-System Coordination: updates CRM, SEP, ERP simultaneously
Human Approval Loops: configurable thresholds for AI execution
Role-Based Access Control (RBAC): granular permissions
SOC 2 Type II certified with continuous monitoring
Data Residency: customer data never leaves your environment
No model training on your data
End-to-end encryption in transit and at rest
Real-time anomaly detection and incident response
