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Solution · Finance & Procurement

10-15 day close. Now 5-7 days.

Transactions reconciled across systems. Variances explained. Journal entries generated. Close tasks tracked. Audit docs prepared automatically.

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Finance & Procurement · department
Financial close agent10-15 days → 5-7 days

Delivers

  • 40-50% shorter close cycle
  • 70-80% faster reconciliation
  • Majority of journal entries automated
  • Audit prep: Days instead of weeks

Time to live8-10 weeks

Where it breaks

Month-end close drags. Audit prep takes weeks.

10-15 days per close cycle. Manual reconciliations across multiple systems. Recurring journal entries done by hand. Audit requests take days to fulfill.

The fix

We automate reconciliation, journal entries, and audit prep. Your team focuses on analysis.

Financial close agent · Before / after3 changes
  1. Close cycle: 10-15 days5-7 days
  2. Reconciliation: Manual70-80% faster
  3. Audit prep: WeeksDays

What we build

An agent is a stack.

2 capabilities working as one, built in your finance & procurement stack.

Financial close agent · capabilities2 parts
Automated reconciliationMatch transactions across systems. Variances identified and explained automatically.
  • Cross-system transaction matching
  • Variance identification
  • Automated explanations
  • Close task tracking and dependencies
Journal entries and audit prepStandard and recurring journal entries generated. Audit documentation prepared automatically.
  • Standard journal entry generation
  • Recurring entry automation
  • Automatic audit documentation
  • Days instead of weeks for audit prep

How it works

Reconcile. Generate. Close.

  1. Step 01Connect your ERPIntegrate with NetSuite, SAP, FloQast, or BlackLine.
  2. Step 02AI handles the closeReconciliation, journal entries, and close tasks automated.
  3. Step 03Close faster40-50% shorter cycle. Audit docs ready automatically.

Under the hood

Plugs into your stack.

Financial close agent works inside the tools your team already uses, on infrastructure you own. Typically live in 8-10 weeks.

Financial close agent · Integrations3 connected
  • ERP Systems (NetSuite, SAP, Oracle, or your platform)
  • Close Management (FloQast, BlackLine, or your system)
  • Runtime & Orchestration (Trinity by Ability AI)

Time to live8-10 weeks

Questions

Before you ask.

What reconciliations can it automate?

Bank recs, intercompany, AR/AP aging, inventory, fixed assets - any recurring reconciliation across systems. Matches transactions, identifies variances, suggests explanations.

What journal entries are automated?

Standard recurring entries (depreciation, accruals, allocations) and recurring adjustments. Non-standard entries still require accountant judgment.

What results should we expect?

Finance teams typically cut close time 40-50% (10-15 days → 5-7 days) and save 30-40 hours/month on manual reconciliation. For 3-person close team at $80K-$100K fully loaded, that's $50K-$75K/year in capacity. Plus audit prep acceleration saves $20K-$40K in external audit fees.

How long does implementation take?

8-10 weeks from kickoff to first automated close. Week 1-4: ERP integration and reconciliation mapping. Week 5-7: Journal entry automation setup. Week 8-10: Testing and first close cycle.

Do we own the system?

Yes. You own the system. We build the infrastructure in your stack, hand over the keys, and you own it forever - no vendor lock-in.

Next step

Want this in your company?

Start hereBring one workflowA 30-minute working call. We’ll map your finance & procurement workflow to an agent stack and tell you honestly whether it’s worth building.
Book a call to implementProvide it to my clients
The departmentFinance & Procurement in TrinityEvery solution, agent and question for this department, in one place.

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