Solutions for Finance & Accounting

Log, score, and monitor control weaknesses across audit cycles.

Track sampled transactions and evidence for audit procedures.

Standardize and streamline pre-audit scoping and planning.

Centralize and track PBC (Prepared by Client) requests.

Stay current on new standards with tailored update briefs.

Quickly adjust financial forecasts with live inputs and scenario toggles.

Automate variance analysis across time periods and dimensions.

Standardize and compare ROI across diverse initiatives.

Auto-generate digestible financial summaries from raw data.

Capture and track economic or competitive signals in one place.

Standardize and track monthly close tasks across your accounting team.

Log, explain, and resolve variances between actuals and forecasts.

Stay ahead of audits with real-time prep status, document links, and risk flags.

Track updates to accounting policies and their downstream impacts.

Build and maintain mappings between financial systems or reporting structures.

Track, assign, and complete month-end close tasks with clarity and speed.

Track regulatory and tax changes and their impact on accounting practices.

Summarize and annotate reconciliations across entities or accounts quickly.

Track tax positions, risks, and planning ideas across clients or entities.

Catch mismatches between accounting systems, spreadsheets, and reports.

Review & annotate weekly cash activity, obligations, & liquidity risks.

Surfaces unusual expense trends with AI summary & prompts for follow-up.

Input drivers to generate, compare, & share rolling forecasts with AI summaries.

Auto-compiles monthly 1-page financial briefs for clients/business units.

Queue-based reviewer for expenses, AI highlights anomalies & policy violations.