Your close is taking
20+ days.
It doesn't have to.
We build custom AI agents for your finance workflows, not off-the-shelf tools that sort of work, but agents trained on your actual processes. Reconciliation, reporting, month-end close. Automated. With experienced finance operators in the loop to make sure nothing goes sideways.
Your team is talented. Your processes are holding them back.
Sound familiar? These are the four things we fix first.
The 20-day close. It's not a feature.
Manual reconciliations, data re-entry, Excel files emailed back and forth — while leadership is asking questions your team can't answer yet. There's a better way. You're just not there yet.
"Only Jamie knows how to do that."
When critical processes live in one person's head, you don't have a system — you have a single point of failure. And Jamie is going to take a vacation eventually.
Brex, Stripe, QBO, Rippling. All talking to spreadsheets.
Your finance stack has all the data. It's just scattered across multiple platforms and spreadsheets that someone has to manually reconcile every month. That's the gap we close.
You know AI could help. Nobody's built it for you yet.
The internet is full of AI promises. What's missing is someone who understands your actual finance workflows well enough to build something that works — and stays in the loop when it doesn't.
We fix the process first.
Then we automate it.
Broken workflows don't get faster with AI — they just break faster. We redesign before we automate. Every time.
We map every step of your close — including the messy ones.
Before we touch any automation, we audit your full close process end to end, document what's actually happening (not what the SOP says is happening), and identify exactly where you're losing time.
- Complete workflow mapping
- Bottleneck identification
- SOP documentation
- Priority automation roadmap
We decide what gets automated and what gets an AI agent. They're not the same thing.
This is the step most firms skip. Repetitive, high-precision processes — reconciliations, journal entries, data pulls — get rule-based automation. Processes with ambiguity, judgment calls, or variable paths get an AI agent that can navigate nuance. Getting this wrong is expensive. We don't get it wrong.
- Automation: repetitive, rule-based, zero-ambiguity tasks
- AI agents: variable paths, nuanced deliverables, judgment required
- Clear criteria for every process in your close
- No AI where a simple script does the job better
Then we build AI agents for your workflows. Not someone else's.
No off-the-shelf tools. No half-built integrations. We design and deploy Claude and OpenAI agents trained on your specific accounting processes, approval flows, and finance stack.
- Reconciliation automation
- Journal entry generation
- Variance analysis
- Report generation
Connected, deployed, and your team actually knows how to use it.
We wire everything together — QBO, Brex, Rippling, Stripe — with human-in-the-loop validation so nothing gets auto-approved that shouldn't be. Then we train your team. You shouldn't need us to babysit it.
- API integrations
- Approval workflows
- Error handling
- Team training
How we get you to zero-day close
Five steps. No magic. A lot of operator experience and some very good AI.
Discovery & Audit
We get inside your close process — all of it, including the workarounds nobody talks about.
SOP Documentation
We write down what's actually happening and find the highest-leverage places to remove the manual work.
Automation vs. Agent Decision
We triage every process: precise, repeatable tasks get automation; anything with ambiguity or judgment calls gets an AI agent. We'll tell you which is which.
Agent Design & Build
We build AI agents around your specific workflows, not generic finance templates. Your stack, your rules, your approval flows.
Deployment & Training
We go live, connect your stack, and make sure your team knows exactly what the AI is doing and when to step in.
What actually changes when you do this
Not theoretical benefits. Things we've measured.
*Typical for SaaS businesses post revenue recognition automation. Results vary based on transaction volume, complexity, and current accounting infrastructure. We'll tell you what's realistic for your business before we start.
We're not here to sell you an AI product. We're here to build you a finance operation that actually works — and to be accountable for the outcome, not just the build.
Let's find out what we'd automate first.
Book a free 30-minute call. We'll look at your current close process and tell you exactly where AI can help — and where it can't. No pitch deck. Just a straight answer.
Book a Free 30-Minute CallWe've seen the 20-tab spreadsheet. The 3am close email. The "just one more manual entry" that turned into four hours. We built SISU because finance doesn't have to work like this.