Give your finance team one reliable hub for close procedures, reconciliation steps, and spend policies — with an AI agent that answers only from your verified SOPs, so numbers and rules stay accurate.
What's Included
- Month-end close SOPs: Each step with owner, schedule, and a built-in checklist.
- Reconciliation guides: Repeatable instructions for bank, ledger, and account matching.
- Expense and spend policy: Approval thresholds, categories, and reimbursement rules.
- AI finance agent: Answers "what's our PO threshold?" from your KB, no outside guessing.
How To Use
- Clone the template and load your real close calendar and SOPs.
- Tag each procedure with its owner and recurring deadline.
- Let the AI agent answer team questions from your verified content only.
- Review the staleness checker each quarter to keep policies audit-ready.
Automate recurring close reminders with an automation and find more starters in templates/knowledge-base.