Month-end close does not fail because finance teams do not work hard.
It fails because the work is fragmented: missing evidence, delayed approvals, and reconciliation done too late.
The finance agent helps most when it prepares the work and routes decisions, without taking authority away from finance.
See:
What the agent should handle (assist/execute)
Draft-first tasks that reduce close time:
- Prepare reconciliation candidates and exception queues
- Assemble reviewable reporting outputs
- Flag missing documents and references before approvals
- Summarize variances and outliers for human review
Related product workflows:
What finance should always approve (approve)
Keep these behind explicit approvals:
- Payments
- Posting actions that impact financial statements
- Adjustments and write-offs
- Policy exceptions
Finance owns the final decision. The agent moves the preparation work forward.
The evidence rule
If you cannot link a close decision back to evidence, you do not have control.
Build the habit:
- Evidence attached before approval
- Audit trail for who approved and when
- Status history (not silent overwrites)
Related foundations:
What to do next
- Deploy the agent: Finance Agent
- Fix the bottlenecks: Accounts payable and Vendor bills
- Lock governance: Trust and governance