AI Assistant
Your context-aware assistant for every accounting need
Get instant help from our trained AI assistants for GAAP, ERP systems, Excel, communication and beyond.
Write memos for executives, auditors and investors
Clear and precise communication is a key requirement of your job. Let the AI write the draft while you supervise and edit.
- Research regulatory updates in an easy-to-digest format
- Write the notes to go along with your financial statements
- Write policy memos for ASC 606, 842 and other GAAP standards
- Help prepare financial information decks with summaries of financial performance
Don't be afraid of your ERP
Nobody wants to read documentation of software written twenty years ago. Our ERP expert has consumed all of your ERP's manuals so you don't have to.
- Find hidden fields and functions that you previously would have needed an ERP consultant for
- Get help with building custom reports and alerts in NetSuite, Sage Intacct and other ERP systems
- Write custom scripts to automate your most routine tasks
Better understand your general ledger
Gain deep insights into your GL with an assistant that's aware of your data.
- Summarize trends and identify anomalies in your transactions
- View data from your GL in CloseCore – the same data that the assistant can see – to verify AI accuracy
Double check your work papers
Upload documents and check your work against your GL data.
- Take tagged journal entries from your worksheets and cross reference them against your general ledger
- Write instructions for completing reconciliations and navigating your worksheets
- Find missing accruals and ensure accuracy of depreciation schedules
Ready to Transform Your Financial Close?
Join leading companies that have increased the predictability of their accounting processes.