FinTech.Close workflows & bank reconciliation.
An AI agent for FinTech, working inside your product. It runs each workflow end-to-end, the best-practice way, so your users finish in minutes.
Three workflows,
handled end-to-end.
Each one runs the whole job for your user, the best-practice way. You add it once, and the testing and upkeep are handled for you.
- 01
Bank reconciliation.
The agent matches bank lines to ledger entries automatically, and sends only the unclear ones to your controller, with the likely match and its source already attached.
- 02
Month-end close.
The agent runs the close calendar, picking up where each person left off and always surfacing the next thing that's actually blocking, not just the next line on a list.
- 03
Variance review.
The agent explains each variance using prior periods and the ledger trail, and drafts the write-up in the words your CFO actually wants to read.
Inside
closebook.so.
It looks like part of your app and works on whatever screen your user is on. It reads what's there, suggests the next step, and makes the change for them.
- /Works on the current screen
- /Makes the change for the user
- /Suggests the next step
- /Replies in real time
live preview . closebook.so . fintech vertical
Make FinTech
10× smarter.
20-minute demo on your schemas. We put the expert to work in a sandbox of closebook.so while you are on the call.