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Use case · Reporting automationFor CFOs, controllers & accounting firms

Use cases · Month-end close

Month-end close,reconciled nightly.

Reconciliations live in spreadsheets, journal entries are typed by hand, and the close slips into the second week. In seven days the reconciliations run every night against the ledger, and your controller signs the journals.

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20 minutes. No deck.
We name one build worth doing⁠—⁠or say no.

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Before

Reconciliations in spreadsheets, journal entries by hand, and the close slips into the second week.

After day 7

Reconciliations run nightly against the ledger. Unmatched items land on one list with the reason attached.

Stays human

Journal sign-off.

The seven days.

Fixed scope · two exit gates

01 / Map

Days 1–2

We record the close checklist as it runs today, time each step, and write the tests: reconciliation coverage, unmatched items, days to close.

02 / Wire

Days 3–5

We connect the ledger, the bank feeds and the subledgers, add the matching rules, and put every unmatched item on one list with its reason.

03 / Prove

Days 6–7

The build runs beside the current close, passes the tests, and goes live with the controller’s sign-off.

What we measure. Days to close, hours on reconciliation, unmatched items at close. The same numbers, measured again on day 7.

The two exit gates. Day 2: if the source data isn’t there, we stop and you pay for the map only. Day 7: the tests pass, or the final payment waits. The full offer.

APQC: top performers finish the annual close in 10 days or less; the median takes 18 days, laggards 35. 2026. Source

Straight answers.

Three questions · asked on most first calls

Do you replace our accounting system?

No. We work on the systems you have: the ledger, the bank feeds, the subledgers and the spreadsheets that connect them.

Who posts the journal entries?

The build prepares them with the support attached. Your controller reviews and posts. Nothing hits the ledger without a person.

Can this run across many clients at once?

Yes. Accounting firms run the same checklist per client; the build runs it the same way for every client and reports what is still open.

20 minutes. A straight answer.

Bring the month-end close workflow as it runs today. We name the seven-day build on the call—or tell you not to automate it.

Security first? Ask for the packet: data boundary, access, approvals, logs.

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