Financial Close Automation

📊 Financial Close Automation with AI

Q: What Can You Do With This Automation?

Streamline your financial close: Transaction Aggregation: Pull payments from Stripe. AI Reconciliation: Identify discrepancies. Report Generation: Create P&L summaries. Distribution: Email reports to leadership.

Complete month-end close 90% faster with automated reconciliation.

✨ Agentic AI workflows

🤖 100% fully customizable

✅ Download & edit on-the-go

🚀 Automate, publish, & share everywhere

What Can You Do With This Automation?

Streamline your financial close:

Transaction Aggregation: Pull payments from Stripe.
AI Reconciliation: Identify discrepancies.
Report Generation: Create P&L summaries.
Distribution: Email reports to leadership.

Use Cases

Finance Teams: Reduce manual data gathering.
CFOs: Get accurate reports automatically.
Startups: Keep investors updated.

How To Use This Automation

Go to the "Automations" tab.
Set up monthly schedule trigger.
Configure Stripe and Sheets data gathering.
Enable the toggle to activate.