Accounting & Tax Autopilot
An autonomous agent that reconciles ledgers, processes invoices, and prepares workpapers so your finance team closes faster with fewer errors. 65-75% of accounting workflows run hands-free.
Precision at scale, judgment where it counts
The agent handles GL journal entries, bank reconciliation, AP/AR processing, and SOX control testing with full autonomy. Higher-judgment tasks like financial statement preparation, tax return assembly, and R&D credit identification are drafted for CPA review.
Every posting carries a complete provenance chain. Your controllers maintain full authority over material judgments while the agent eliminates the manual grind of close cycles.
Performance
Capabilities
Engineered for the rigor of financial operations
From multi-entity consolidation to continuous close workflows, every capability is built for the precision finance demands.
Multi-entity consolidation
Handles intercompany eliminations and currency translation across complex org structures.
Continuous close
Shifts month-end from a five-day sprint to a rolling process with real-time ledger health.
Audit-ready documentation
Every entry carries a full provenance chain — source document, approval, and posting timestamp.
How it works
Two tiers of intelligent automation
Routine transactions execute autonomously while material judgments are drafted and queued for controller approval.
Autonomous Execution
Ledgers reconcile themselves
Journal entries, bank recs, and AP/AR processing run continuously with rule-based precision.
GL reconciliation
1,247 entries posted
Bank matching
99.8% auto-matched
Human-in-the-Loop
Financial statements drafted for review
Balance sheets, P&Ls, and tax workpapers are assembled and staged for controller sign-off.
Q4 financial statements
Draft ready for review
R&D credit analysis
$2.1M identified
Close the books in hours, not weeks.
Deploy the Accounting Autopilot and watch reconciliation errors vanish while your team reclaims month-end.