Financial Close Report

💰 Financial Close Report with AI

Q: What Can You Do With This Automation?

Streamline month-end close: Data Collection: Aggregate from all sources. Reconciliation: Check for discrepancies. Report Generation: P&L, balance, cash flow. Variance Analysis: Compare to budget/forecast. Distribution: Send to finance leadership.

Automate month-end financial reporting with data aggregation, reconciliation checks, and AI-generated financial summaries.

✨ Agentic AI workflows

🤖 100% fully customizable

✅ Download & edit on-the-go

🚀 Automate, publish, & share everywhere

What Can You Do With This Automation?

Streamline month-end close:

Data Collection: Aggregate from all sources.
Reconciliation: Check for discrepancies.
Report Generation: P&L, balance, cash flow.
Variance Analysis: Compare to budget/forecast.
Distribution: Send to finance leadership.

Automation Flow

Trigger: Schedule Monthly (last day)

Actions:

Pull data from Stripe, sheets, CRM
Run reconciliation checks
Calculate financial metrics
AI analyze variances
Generate and distribute reports

How To Use This Automation

Go to the "Automations" tab in your workspace.
Connect all financial data sources
Configure report templates
Enable the toggle to activate