CloseCore AI Agent
An AI agent that works your close like a teammate
CloseCore's AI connects to your ERP and workpapers to pull data, prepare reconciliations, draft journal entries, and run close tasks end to end, while proposing every change for your team to review and approve.
Run entire close tasks, end to end
Assign a task and the agent works it like a preparer would: reading the assignment, walking each step in order, pulling the data, building the workpapers, and signing off when it's done.
- Plans and completes each step of a close task, in order, on its own
- Asks clarifying questions instead of guessing
- Uses ERP, workpaper, and close-data skills to get each step right
- Signs off as preparer, leaves an auditable work trail, and remembers your conventions on recurring tasks
- Fully customizable: Build your own workflows with our library of over 20 skills
Connect live to your ERP
No more exporting transaction details. With over a dozen skills, the agent reads balances and transaction-level detail straight from your ERP.
- Secure by default: agent uses read-only credentials
- Extend capabilities by creating your own skills
- Pull account balances across entities and periods and break out by department, location, class and other dimensions
- Drill into transaction-level detail to chase down a variance
- Spot period-over-period swings and anomalies automatically
Read and write your workpapers
The agent finds the right workbook in your cloud storage, reads it like a team member, and builds spreadsheets for you — with every change staged for you to review.
- Search and open workbooks from your close folders across Box, Google Drive, SharePoint and Dropbox
- Build new reconciliations and support schedules from your live ERP data
- Get instant charts and dimension breakdowns built from live GL data
- Work right inside Excel with the CloseCore add-in on your open workbook
Draft journal entries and run reconciliations
The agent prepares the entries and matches the data; you review and post. It drafts balanced JEs and reconciles your sources with CloseCore's matching engine.
- Secure by default: Agent cannot post to your ERP on its own. You always approve first
- Draft balanced journal entries as reviewable drafts your team posts to the ERP
- Reconcile workpapers against the general ledger automatically using your saved rec rules
- Surface unmatched items and variances that exceed your tie-out thresholds
