Financial close, end to end
Your team reviews. Agents run the rest.
Associate runs every stage of the period close, so your team arrives ready to review, not ready to start.
Agents running this workflow
Collaborative across every part of the close
Jump into any part of the workflow, or run it end to end. Context follows the work across every stage and every person who touches it.
Preparing
Documents collected, transactions coded, bank reconciled. You handle the exceptions - not the work that was always going to repeat.
Reviewing
Open the period and find it largely prepared. Variances flagged, adjustments suggested, every balance evidenced. You just approve.
Managing
The close is where senior time disappears. Associate runs every stage continuously, so your team delivers more clients, more consistently.
"The long-term vision for me is that this could be a really significant tool — both in our ability to scale, and in our ability to develop into really great advisors.”
Rosie Cooper
Director & Cloud Accounting at PM+M