D10Finance & accounts

AI month-end closer for small business Month-end closer. Gets the books ready for the CA by the 5th of every month.

  • 6 tasks
  • 6 it does alone
  • Asks you on exceptions
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Sample of the agent's work, drawn from its real task list.

01In plain words

How the AI month-end closer works

The AI month-end closer is an Autowhat agent for small businesses that gets the books ready for the CA by the 5th of every month. It does 6 defined tasks on its own in Books, Google Drive, email, and asks the owner first about exceptions such as accrual entries.

1

It starts when…

  • Month end
2

It does the work

  • Check all bank accounts are reconciled
  • Post accruals and provisions from the checklist
  • Confirm sales and purchase registers are complete
  • Reconcile GST liability and input credit
  • Prepare trial balance and P&L
3

It asks you before…

Accrual entries

02Every task

6 tasks, each one marked.

  1. Check all bank accounts are reconciledDoes it alone
  2. Post accruals and provisions from the checklistDoes it alone
  3. Confirm sales and purchase registers are completeDoes it alone
  4. Reconcile GST liability and input creditDoes it alone
  5. Prepare trial balance and P&LDoes it alone
  6. Send the closing pack to the CADoes it alone

Works in

  • Books
  • Google Drive
  • email

Alerts you when

  • Close at risk of slipping

You'll know it's working by

Close date, CA queries per month

Who it is for

Any business with a CA

Takes over routine work from

Accountant overtime

03How much it may do

Safe by design, in two plain labels.

Autonomy · L3

Acts within your limits

It handles routine cases on its own and asks you about anything outside the limits you set.

Risk · R2

Records

It updates registers and sheets, with an audit log of before and after values.

Every agent also reads back actions, keeps an audit log, asks when unsure, learns from your corrections, reports in the daily briefing and stops on the kill switch.

04Works well with

Other finance & accounts agents

Data-entry operatorTurns bill photos and voice notes into accurate vouchers in the books.Bank reconciliation clerkReconciles bank statements to books daily instead of at year end.Collections agentChases receivables politely and persistently and posts receipts.Payables preparerPrepares vendor payments for one-tap approval; never pays on its own.Expense and petty-cash trackerCaptures every staff expense and petty-cash spend from a WhatsApp photo.Payroll inputs clerkPrepares monthly payroll inputs from attendance, leave and advances.

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FAQAI month-end closer

Quick answers

By · Updated

What does an AI month-end closer do?

The AI month-end closer is an Autowhat agent for small businesses that gets the books ready for the CA by the 5th of every month. It does 6 defined tasks on its own in Books, Google Drive, email, and asks the owner first about exceptions such as accrual entries.

What does the AI month-end closer ask me before acting?

It asks before: Accrual entries. It reads the action back in one message and waits for your yes; routine steps run within the limits you set.

Which apps does the AI month-end closer work in?

It works in Books, Google Drive, email. No new software is needed; it uses what the business already has.

Who is the AI month-end closer for?

It is built for any business with a CA. It takes over routine work from accountant overtime, while people keep the judgement calls.

Does the AI month-end closer run on a phone?

Needs a desktop or API connector in addition to the Android agent. See the Android X page for how the phone agent works.

05Hire it

Put the AI month-end closer to work. We set it up in your apps.

A 30-minute working session: an engineer maps this agent to your phone, WhatsApp and the apps it needs, and agrees what it must ask you before.

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