Use-case directory
Each use case shows who it is for, the problem it solves, how it works and what it takes to start, with an impact and ease breakdown you can check line by line.
Browse all use casesUse case of the day · October 23, 2026 · The Close
Collect reconciliations, journal approvals, checklist completion and review sign-offs into one indexed pack for close sign-off and audit requests, flagging missing items.
Built for the controller and the accounting team.
Controls
Control monitoring
Automated tests run over every transaction, not a handful of spot checks. They look for risky journal entries, users with conflicting access, unexpected vendor master changes and payments that skipped approval. Each exception goes to its owner with the evidence attached. Issues get fixed in days, and the audit trail builds itself.
Spend
Supplier management
New vendors enter their own tax, bank and contact details through a secure portal. The system checks the tax ID, verifies the bank account, screens sanctions lists and looks for duplicates before anyone touches the ERP. AP reviews one clean record and approves it. The vendor is created automatically, with every check on file.
Budget vs Actual
Forecasting
Each month the system pulls closed actuals and the latest pipeline, headcount and usage drivers. A model builds a driver-based baseline forecast for the next 12 to 18 months and writes a first pass at variance commentary. FP&A reviews the baseline, adjusts what the model cannot know, and publishes. The team spends its time on judgment, not spreadsheet plumbing.
Spend
Accounts payable
Flag likely duplicates before posting by comparing supplier, amount, date and invoice number, including near-matches such as reformatted numbers or re-sent PDFs. A person decides on every flag.
Spend
Accounts payable
Extract supplier, invoice number, dates, amounts, tax and line detail from PDF and e-mailed invoices into the AP system, with low-confidence fields sent to a person for review.
Billing
Receivables and collections
Read remittance advices and bank references, match receipts to open invoices, and post confident matches; partial, short or unidentified payments go to a person.
Pick the part of finance that hurts most and see the AI use cases that ease it.
Ratings are indicative and not tailored to any company. Your company report shows which use cases fit your workflow today.
