Close · Flagship
Month-End Close Accelerator
A 10-day close, compressed to 3.
The month-end close is the single most expensive recurring workflow in a small accounting firm. We replace 10 days of senior-staff execution with a same-day agentic close. The system pulls bank, credit card, and payroll feeds, auto-reconciles to QBO, flags every variance over your threshold, drafts adjusting journal entries with explanations for partner review, and assembles the close package — all before the partner reviews their first email of the day. You approve, you don't rebuild.
The problem
Why this
costs more than it looks like.
Close runs 7–10 days into the next month — partners reviewing too late to advise
Senior staff spending hours on reconciliations a junior could supervise if it were drafted
Adjusting JEs created from memory — no documented reasoning trail
Close package assembled by hand into a deck or PDF every cycle
How it works
From kickoff to
live in 21–30 business days.
What you get
Exactly what
gets delivered.
Bank, credit card, and payroll feeds auto-reconciled before partner review
Variance flags surfaced with prior-period context — no manual diffing
Adjusting JEs drafted with reasoning notes, queued for one-click approval
Branded close package PDF generated automatically — ready to deliver to client
Built with
Pricing
Transparent.
No surprises.
Setup is a one-time engagement. Monthly covers hosting, monitoring, and minor updates. We scope every project before any work begins — if the scope changes, we tell you before we build.
- Full working system, documented and tested
- Client runbook (PDF + web)
- 30 days post-launch support included
- Optional ongoing maintenance
$2,500–$4,500
one-time setup
$400–$700/mo
monthly maintenance
21–30 business days
time to live
No commitment. 20 minutes. We tell you if it's the right fit.