Month end
An AI assistant that closes the month and lists the exceptions
Closes the month without you. Reconciles what came in against what was invoiced, chases what is missing, and hands you a short list of what only you can decide.
What you'd say
Close September. Tell me what is unresolved.
When it runs
Runs month end.
What it uses
the accounts Gmail
Where it stops and asks
Before it chases anyone, and at every exception. It reconciles and lists; the chasing is approved and the decisions are yours.
How it goes
The running order.
Every step lands in the record with a time and a source, so you can read what it did instead of asking.
- Reconcile
- Chase the gaps
- Flag the exceptions
- Hand you the list
Questions
The ones that come up first.
What does it reconcile?
What came in against what was invoiced, from the accounts you connect. The differences go on a list with its reason for each.
Does it chase the missing ones?
It drafts the chaser for each gap and sends on your approval, then watches for the reply. Chasing invoices does the same job every Friday.
Is this for an accountant or an owner?
Both. An owner gets the short list of what only they can decide. A bookkeeper gets it per client, each kept apart.
Who hands this over most
Popular with these businesses.
Which of my clients can I actually close this month, and what is each one missing?
Nothing is coded, filed or sent to a client until you approve it.
Scope this brief against what we charged Kessler and tell me where we lost money last time.
Nothing goes to a client until you have read it.
Tenant in 4B says they told us about the leak in March. Find out whether they did.
Nothing reaches a tenant or a vendor until you have read it.
Next to it on the list
Often handed over together.
Make it your first job.
Sign in, start a Hand, and paste the ask from the top of this page. Plans start at $20 a month, with work included.
