Prepare the close. Every mismatch and assumption visible, ready for sign-off.

At each month-end, an agent reconciles payout activity against the approved close records, explains mismatches, and prepares a review packet. A qualified finance owner approves every adjustment or reported figure.

Who it isA close analyst who reconciles the month and always shows their working.

Wakes upAt each month-end

Reads

Reports toSlack or a dedicated mailbox. You choose on the next screen.

Add Month-end close review to your workspaceNothing runs until you add it.

Financeone of 24 ready-made agents in the library

Reconciliation packet

Current close

1,286 payouts matched · $482,190.44

Unresolved differences · 2

Payout po_1QKx…$1,240.00timing, settled after period end

Refund re_9FkT…$86.50missing in tracker

Assumptions requiring sign-off · 2

FX applied at settlement-date rate
Disputed charge excluded pending evidence

Needs reviewSent to #finance-close · 9:04 AM

A reconciliation packet with matched totals, unresolved differences, and explicit assumptions. Prepared for review, never posted.

How this composition works. Four read-only steps, one human boundary.

This workflow handles the repetitive evidence collection and comparison that precede close review. It retrieves authorized records, applies the approved reconciliation method, and documents unresolved differences. It never posts entries, changes accounts, or presents its draft as professional approval.

Collect payout activity

Read the authorized payout and settlement records for the close period.

Load the close evidence

Retrieve the approved statements and reconciliation files.

Compare the register

Match records and preserve every unresolved difference in the close tracker.

Request finance review

Deliver the packet to the qualified owner without posting adjustments.

A human signs off

A qualified finance owner reviews the methodology and approves every adjustment or reported figure.

Reconciliation packet

Current close

1,286 payouts matched · $482,190.44

Unresolved differences · 2

Payout po_1QKx…$1,240.00timing, settled after period end

Refund re_9FkT…$86.50missing in tracker

Assumptions requiring sign-off · 2

FX applied at settlement-date rate
Disputed charge excluded pending evidence

Needs reviewSent to #finance-close · 9:04 AM

A reconciliation packet with matched totals, unresolved differences, and explicit assumptions. Prepared for review, never posted.

Composed from the tools finance already uses.

Stripe. Payouts, charges, and invoices, read-only.

Google Drive. The approved statements and close files.

Airtable. The close tracker where differences live.

Slack. Where the packet reaches its reviewer.

Optional skills add method and verification.

Variance Analysis. Explain budget, forecast, or period variances by tracing them to supported business drivers. Use for management reporting, close commentary, or forecast reviews. See the playbook →

Data Validation. Validate an analysis before sharing by checking lineage, methodology, calculations, bias, visualizations, and whether conclusions follow. Use for SQL, spreadsheets, dashboards, or reports. See the playbook →

Put your finance workflow under policy. Tell us what your team repeats today.

Add Month-end close review to your workspace

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Daily

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At each month-end

Forecast variance brief

Compare actual results against the approved forecast at month-end, attribute each material variance to a cause, and prepare a brief with the assumptions that need revisiting.

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