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Streamline close checklists, manage Excel-based reconciliations, flag significant balance changes, and access a free library of AI skills and finance templates.
Close checklists & resource library are free. No card required. Access requests are reviewed.
Reconciliation
The balance, the support and the variance in one row.
A reconciliation record holds the GL balance, the supporting balance, the variance and the workpaper that proves it. Thresholds decide what needs a human. Signed-off records that drift after a later sync get flagged instead of quietly changing.
- Variance, threshold and flux rules that stay deterministic period to period
- Copy last period’s reconciliation forward without dragging its comments or sign-offs with it
- A locked period rejects the edit — it doesn’t just grey out the button
1010 · Operating Cash
Northwind Ops — US · July 2026 · Preparer J. Ruiz
$1,284,905.12
Synced 6 minutes ago
Supporting balance
$1,283,712.44
From primary workpaper
Variance
($1,192.68)
Over $1,000 threshold
WORKPAPERS
Period unlocked · Reviewer A. Chen
Connectors
Automatically sync ERP & Excel-based reconciliation balances
Connect your ERP and the shared drive where your reconciliations live. Balances sync automatically, making reviews faster and reducing errors.
QuickBooks Online
Realm ······4912 · 3 entities mapped
Google Drive
2 folders selected · drive.file scope
More connectors in progress
Inbox
What actually needs you, and nothing else.
Inbox carries direct mentions and open assignments — deduplicated, deep-linked to the exact task or reconciliation row. It is not an activity feed, so it empties.
A. Chen assigned you a comment on Deferred revenue rollforward
“Tie the Q2 contract adds back to the ARR schedule before this goes to review.”
Northwind Ops — US · July 2026 · 22 min ago
J. Ruiz mentioned you on 1010 · Operating Cash
“Variance is the 7/31 wire that cleared 8/1 — support attached.”
Northwind Ops — US · July 2026 · 1 hour ago
D. Patel assigned you a comment on PTO liability rollforward
Northwind Ops — UK · July 2026 · Yesterday
Controls
User permissions and task history
Admins control access by user and entity. Task history records changes to responsibility, due dates, and workflow state.
Three roles, entity-scoped
Admin configures. Manager oversees the entities they’re granted. User works their own tasks. Every query is company-scoped before it returns a row.
Task history, read-only
Who changed responsibility, due dates or workflow state — with the source recorded as individual, bulk, support or system. It cannot be edited, by anyone.
Encrypted, revocable access
Connector tokens are encrypted at rest with versioned keys and rotate on refresh. Disconnect revokes first and scrubs after. MFA and invite-based provisioning on every account.
Resources
A library of AI skills & finance templates
Our free AI skills, Excel templates, policies, and workpapers help finance teams close faster and more accurately.
Download skills to use in your AI assistant, and templates to make your own. Available in the app once you have access.
AI skills
- Manage employee equity
- Generate grant lists, reconcile grants to board minutes, and monitor for issues.
- Board deck reviewer
- Check internal consistency and raise questions a board member might ask.
- Flux Preparer
- Draft GL account flux explanations from GL detail, workpapers, and supporting conversations.
Finance templates
- Revenue recognition
- An Excel workpaper for recognizing revenue.
- Fixed assets, prepaids & commissions
- Excel workpapers, accounting policies, and memos.
- Month-end checklist, chart of accounts & departments
- Best-practice templates to get started.
Sign up for free close checklists and resources.
No credit card required. We review access requests and email you the outcome. Approved teams receive an access code to create an account.