Close Package Agent
Produces the same close package, the same way, every month — so the format is the firm's, not each preparer's.
- Accounting
- Standardize-Customize — Repeatable Process, Preserved Judgment
- STAR for Accounting Firms
- 6 AI Agents
- Assembles the monthly close package in your firm's standard format.
- 01
Builds statements, schedules, and supporting exhibits in your standard layout.
- 02
Reconciles period-over-period movement and notes unexplained items.
- 03
Routes the draft package for review with exceptions surfaced first.
- Trial balance and ledger detail
- Your standard close package template
- Prior period and budget data
- A review-ready close package
- An exceptions and follow-up list
- A file trail of what changed and why
Part of STAR for Accounting Firms.
Repeatable Process, Preserved Judgment
Standardize information gathering, diagnostics, analysis, workflows, quality controls, and measurement while protecting the client-specific interpretation and recommendations clients pay for.
A systems-driven, recurring-advisory business model built around the clients, expertise, data, people, and technology you already have.
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Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.