Month-End Close Assistant

Drafts adjusting entries and statements from a close packet, for an accountant to review. Nothing is sent to the client.

Files are read in this browser only and never uploaded. When you type an answer to an open item, your answer, that item's question and the account list go to the AI model.

1 Upload the packet

Drop the month-end workbook (.xlsx), the supporting documents (PDF) and last month's statements (PDF). Order doesn't matter: the tool works out which file is which.