Record-to-Report Automation
Coordinate close activities, reconciliations, supporting evidence, and review-ready reporting outputs.
WORKFLOW BOUNDARY
Starts: when an approved reporting or close cycle begins.
Uses: ledger and subledger data, close calendars, reconciliation rules, policy, prior-period context, and supporting documents.
Agent work: track close tasks, prepare reconciliations, organize support, identify variances, and route approvals.
Stops: when authorized finance owners approve the close package and reporting outputs.
Excludes: posting material adjustments or signing off financial statements without approval.
Before: finance teams chase tasks, reconcile balances, assemble support, and explain variances across spreadsheets and systems.
After: close evidence and exceptions are organized into a consistent, reviewable package.
Finance owners approve journals, materiality, reconciliation, close, and reporting. Segregation of duties and audit evidence are preserved.
