📒
Persona · General Ledger
General Ledger Accountant
Supervises autonomous journal posting and account reconciliation agents. Reviews complex exceptions, approves material adjustments, and teaches the agent new posting patterns — no longer the keyboard jockey for routine entries.
◉ 97% autonomous
Dashboard · Autonomous Ledger Operations
Journal & Reconciliation Performance
Period: FY26 P1 · Updated 2 min ago
Journals Posted MTD
48,214
97.4% agent-posted
Recon Accuracy
99.2%
▲ +14.6pp YoY
Open Exceptions
34
11 material · GL review
Avg Post Time
1.6s
From 4.2 min · −99%
Close Readiness
BD-1
Continuous · pre-closed
Complex Exception Queue · Judgment Required34 open
JEAccountIssueAmountStatus
JE-99210422450 · Accrued bonusPolicy interpretation · spans 2 periods$1.24MMaterial
JE-99210818200 · Legal reserveSubsequent event probability shift$860KMaterial
JE-99211741300 · Deferred revenueContract modification · re-allocation$620KReview
JE-99212154200 · RestructuringPlan finalization · accrual scope$480KReview
JE-99212871600 · ImpairmentTriggering-event indicator flagged$312KReview
Account Reconciliation Health
Cash & equivalents100%
AR sub-ledger99.8%
AP sub-ledger99.4%
Inventory98.1%
Accruals & reserves94.2%
Intercompany96.8%
Agent Skills · Low-Code Foundation
GL Accountant — Skills Library
Reusable low-code building blocks for the GL Agent. The accountant configures templates, reviews judgment exceptions, and teaches new patterns.
◉ 6 skills
journal.autopost
Ledger
Generates and posts standard journal entries from source events (payroll, depreciation, accruals, FX reval) using configurable templates with full audit trail.
Templates: 140+SOX-ready
recon.auto-clear
Algo
Matches sub-ledger to GL balances and clears items using fuzzy matching, date tolerance, and amount grouping. Explains every match.
Match rate: 99%Explainable
exception.triage
ML
Classifies open items by materiality, judgment level, and root cause. Routes routine items to auto-resolve, judgment items to the accountant.
Priority queueSHAP explain
accrual.compute
Finance
Calculates period-end accruals using historical patterns and forward indicators (open POs, payroll cycles, utility usage). Proposes journal entry.
Runs: continuousML model
flux.explain
GenAI
Produces period-over-period flux commentary per GL account with drivers, supporting data, and materiality flags — in plain language.
Model: LLMSource-cited
pattern.teach
Feedback
Captures accountant decisions on exceptions and converts them into new posting rules or match templates. The agent learns without code changes.
Active learningLow-code
🏭
Persona · Fixed Assets
Fixed Assets Accountant
Owns the judgment-heavy work of asset classification, useful-life estimation, and impairment review. The agent handles routine capitalization, depreciation posting, and sub-ledger reconciliation — the accountant decides policy and reviews triggers.
◉ Judgment-led
Dashboard · Asset Lifecycle & Classification
Fixed Asset Portfolio
3,812 assets · $684M NBV
Gross Asset Base
$1.42B
3,812 active assets
Net Book Value
$684M
Depreciation ratio 52%
Classification Review
18
Capex vs opex · analyst call
Impairment Triggers
4
Requires review
Depreciation MTD
$11.8M
100% agent-posted
Classification Queue · Judgment Required18 items
Asset IDDescriptionAgent RecommendationValueStatus
FA-88412Plant refit · line 3Capex · 12 yr useful life$2.4MReview
FA-88417Roof repair · DC-2Opex · routine maintenance$320KReview
FA-88421ERP customizationCapex · software dev · 5 yr$1.1MPolicy
FA-88430Leasehold improvementCapex · shorter of lease / life$640KReview
FA-88445Cloud infra migrationOpex · SaaS hosting$480KPolicy
Asset Lifecycle · Asset Class Mix
Buildings & improvements$482M · 34%
Machinery & equipment$386M · 27%
Vehicles & transport$142M · 10%
IT & software$212M · 15%
Furniture & fixtures$84M · 6%
Construction in progress$114M · 8%
Impairment Trigger Review · Indicator-Flagged Assets4 flagged
AssetTriggerNBVIndicator SourceAction
Plant · West RegionUtilization < 40% for 4Q$18.4MOperations telemetryTest impair.
DC-3 · SoutheastClosure announced$9.2MStrategic planWrite-down
Fleet · Diesel class 8Fuel transition plan$6.8MPolicy decisionMonitor
Legacy ERP platformReplacement in flight$3.1MIT roadmapAccelerate dep.
Agent Skills · Low-Code Foundation
Fixed Assets Accountant — Skills Library
Skills that power the Fixed Assets Agent. The accountant configures classification policy, reviews triggers, and signs off on material judgments.
◉ 6 skills
asset.classify
Policy
Classifies capex vs opex and assigns asset class using policy library, vendor invoice, PO, and project metadata. Recommends useful life.
Policy versionedAccountant approves
depreciation.run
Ledger
Calculates and posts depreciation every period across all books (GAAP, tax, IFRS, local stat). Handles mid-life conventions and partial retirements.
Multi-bookAuto-post
impairment.detect
ML
Monitors utilization, market, and strategic signals to flag assets with impairment indicators. Proposes test scope and preliminary recoverable estimate.
Signals: 8+ASC 360
retire.process
Workflow
Handles sale, scrap, trade-in, and disposal events end-to-end. Calculates gain/loss, reverses depreciation, updates sub-ledger, notifies tax.
Straight-throughAudit trail
cip.track
Finance
Tracks construction-in-progress accumulations, flags placed-in-service events, and triggers transfer to active asset class with correct in-service date.
Real-timeProject-aware
reconcile.subledger
Algo
Ties the Fixed Asset sub-ledger to GL daily, not monthly. Anomaly-free balance carries into continuous close.
Runs: dailyZero-drift
🔗
Persona · Intercompany
Intercompany Accountant
Supervises autonomous intercompany network eliminations and resolves only rare policy or structural exceptions. No more chasing mismatched IC balances — the agent matches, nets, and eliminates in real time across the legal-entity network.
◉ Auto-eliminate 98%
Dashboard · Autonomous Network Eliminations
Intercompany Position — Live
24 entities · 3 currencies · 412 IC pairs
IC Transactions MTD
12,847
$1.2B gross flow
Auto-Matched
98.1%
▲ +38pp vs baseline
Out-of-Balance
$184K
From $48M · −99.6%
Policy Exceptions
7
Analyst review
Elim Cycle
Real-time
From BD+5 · always-on
Network Elimination Map · Live Balances24 entities
From EntityTo EntityIC TypeBalanceElim Status
US-HoldCoUS-OpCoLoan · interest$142MAuto-elim
UK-LtdDE-GmbHService fee€48.2MAuto-elim
US-OpCoCA-SubsidiaryInventory · transfer$32.8MAuto-elim
SG-RegionalAU-BranchCoRoyaltyA$18.4MAuto-elim
DE-GmbHNL-HoldingCash pool€14.1MReview
BR-OpCoUS-HoldCoMgmt feeR$6.8MPolicy
Policy / Structural Exceptions7 open
Rare exceptions require accountant judgment — transfer pricing policy, new entity setup, or cross-border restructure.
Transfer pricingNew entityRestructureTax jurisdiction
Exception breakdown
TP policy interpretation3
Mgmt fee allocation2
FX translation method1
New-entity IC setup1
Agent Skills · Low-Code Foundation
Intercompany Accountant — Skills Library
Skills that power the Intercompany Agent. The accountant owns policy; the agent handles the volume.
◉ 6 skills
ic.match
Algo
Matches IC invoices, charges, and settlements across entity pairs using amount, date-window, reference, and contextual signals. Zero-touch in 98% of cases.
Latency: < 1sGraph match
elimination.apply
Consolidation
Posts elimination entries at the consolidation layer in real time. Handles partial eliminations, minority interest, and currency translation correctly.
Real-timeMulti-GAAP
tp.apply
Policy
Applies transfer pricing rules — cost-plus, CUP, resale-minus, profit-split — from a governed policy library. Routes edge cases to the accountant.
OECD-alignedVersioned
fx.translate
Finance
Translates IC balances at the right rate (period, average, historical) per policy. Books CTA correctly for net-investment positions.
Multi-currencyASC 830
netting.optimize
Treasury
Proposes optimal multilateral netting cycles across the IC network. Minimizes cash movement and banking cost.
Runs: weeklyTreasury sync
ic.onboard
Workflow
Sets up a new entity's IC relationships — accounts, TP agreements, netting group, elimination map — in hours, not weeks.
Low-codeTemplate-driven
🧮
Persona · Tax
Tax Accountant / Tax Analyst
Oversees flowing tax data and real-time compliance configurations for direct, indirect, and transfer-pricing tax. Spends time on planning, controversy, and complex positions — not on keying returns.
◉ Always compliant
Dashboard · Real-Time Tax Compliance
Data Inputs → Tax Calculation → Filing
34 jurisdictions · 128 obligations
◉ Input
Flowing Data
GL, sub-ledgers, payroll, supply chain, contracts — streamed continuously.
→
◉ Calculate
Real-Time Tax
Direct, indirect, withholding, TP — all computed as transactions occur.
→
◉ Configure
Rule Library
Jurisdiction rules, rates, treaties, positions — centrally governed.
→
◉ File
Compliant Filings
Returns, provisions, and disclosures generated on demand.
Current Tax Expense
$84.2M
YTD · effective rate 23.1%
Obligations On Time
100%
128 of 128 YTD
Upcoming Deadlines
9
Next 30 days
Positions Under Review
6
Analyst-owned
Provision Close
BD-1
From BD+8 · continuous
Filing Calendar · Next 30 Days9 deadlines
FilingJurisdictionDueStatus
VAT return Q1UK · HMRCApr 21Ready
VAT return Q1DE · FinanzamtApr 25Ready
Sales & useUS · 14 statesApr 30Ready
Estimated income taxUS FederalApr 30Review
GST returnCA · CRAMay 05Ready
Withholding remitSG · IRASMay 10Ready
Pillar 2 · top-upGlobal · OECDMay 15Review
Tax Categories · Flow Coverage
Indirect · VAT / GST100%
Sales & Use (US)99.4%
Withholding98.8%
Income tax provision97.2%
Transfer pricing95.6%
BEPS Pillar 292.1%
Agent Skills · Low-Code Foundation
Tax Accountant — Skills Library
Skills that power the Tax Compliance Agent. The accountant governs positions and rules; the agent calculates, files, and monitors continuously.
◉ 6 skills
tax.determine
Indirect
Determines correct tax code, rate, and jurisdiction at the moment of every transaction — VAT, GST, sales & use, excise — from configurable rule library.
Real-time34 jurisdictions
provision.compute
Direct
Continuously computes income tax provision (current, deferred, DTA/DTL) per entity using live book/tax differences. Ready at month-end.
ASC 740Multi-entity
return.prepare
Workflow
Prepares returns, schedules, and attachments in each jurisdiction's format (XML, e-file, paper). Evidence trail from GL to line.
Multi-formatE-file ready
tp.document
TP
Maintains master file, local file, and country-by-country report continuously. Benchmarking and intercompany agreement library stays current.
OECD BEPSCbCR auto
position.research
GenAI
Synthesizes tax authority guidance, case law, and rulings to support uncertain tax positions. Delivers cited, analyst-ready memo.
Model: LLMSource-linked
pillar-two.calc
Global
Computes GloBE income, effective tax rate, and top-up tax per jurisdiction. Handles safe harbors and elections with configurable policy.
BEPS 2.0Continuous
🏛️
Persona · R2R Process Owner / CAO
Chief Accounting Officer
Owns the Enterprise Accounting Standards hub — the governed library of policies, positions, and interpretations that every agent references. Sets the frontier between policy and execution across the entire R2R network.
◉ Policy authority
Dashboard · Enterprise Accounting Standards Hub
Policy Library · Governed & Versioned
482 policies · 34 jurisdictions · 8 GAAPs
◉ Active Policies
482
Across GAAP, IFRS, local stat · all versioned
◉ Agent Adoption
99.2%
Of agent decisions reference a live policy
◉ Policy Changes MTD
14
Deployed to agents in avg 2.4h
◉ Audit Drift
0.0%
Agent vs. policy · zero drift
Policy Domains · Adoption & Health
Revenue recognition (ASC 606 / IFRS 15)98 policies
Leases (ASC 842 / IFRS 16)42 policies
Business combinations / goodwill38 policies
Impairment · long-lived assets34 policies
Financial instruments58 policies
Stock-based comp22 policies
Income tax (ASC 740)48 policies
Policy Change Pipeline14 this month
PolicyTriggerStatusDeployed
Pillar 2 safe-harbor electionOECD guidanceLiveApr 18
Crypto · fair-value methodASU 2023-08LiveApr 14
SaaS · implementation costsASU re-issueReview—
Climate · Scope 3 disclosureSEC ruleReview—
Lease · IBR benchmark updateRate environmentLiveApr 10
Goodwill · testing cadenceInternal policyDraft—
Agent Skills · Low-Code Foundation
CAO / R2R Process Owner — Skills Library
Skills the CAO uses to govern enterprise accounting standards. Policy is code — versioned, tested, and deployed to every agent in the network.
◉ 6 skills
policy.author
Governance
Low-code authoring of accounting policies as machine-readable rules. Natural language → decision logic → agent-deployable artifact with version history.
VersionedGoverned
standard.monitor
GenAI
Watches FASB, IASB, SEC, and local standard-setters for pronouncements. Flags impact, drafts initial position, and routes to CAO for review.
Model: LLMSource-linked
impact.simulate
Analytics
Simulates the P&L, balance sheet, and disclosure impact of a proposed policy change against the live trial balance. No surprises at adoption.
What-ifSide-by-side
position.memo
GenAI
Drafts technical accounting memos (issue, analysis, conclusion) with citations. Auditor-ready in hours, not weeks.
CitedPeer-reviewed
policy.deploy
Platform
Deploys policy updates to every agent in the network. Handles retroactive application, comparatives, and transition disclosures automatically.
Zero-downtimeFull audit
exception.escalate
Workflow
Routes the tiny slice of truly novel accounting questions that need CAO judgment. Comes with agent-prepared brief and precedent map.
Priority queuePrecedent-aware
🎛️
Persona · Controllership
Controller / Assistant Controller
Operates the Continuous Close Accuracy tracker and central policy governance hub. Signs off on numbers knowing every posting, elimination, and accrual has been agent-computed from a governed rule set — not reassembled by hand.
◉ Continuous close
Dashboard · Continuous Close Accuracy
Close Control Tower
24 entities · live trial balance
Close Cycle
< 1 day
From 7.2 days · always-on
First-Time-Right
99.4%
▲ +18pp YoY
Material Adjustments
3
QTD · all pre-close
Manual Journals
0.6%
From 34% · −98%
Sign-Off Readiness
98%
Entities audit-ready
Close Readiness · By Entity24 entities
EntityTrial BalanceReconsFlux SignedStatus
US-Consolidated$8.42B100%YesReady
UK-Ltd£486M100%YesReady
DE-GmbH€342M99.8%YesReady
APAC Regional$218M98.2%PendingReview
BR-OpCoR$184M96.4%PendingReview
Canada-LtdC$94M100%YesReady
Close Sub-Process Timing
Sub-ledger closeBD-2
Accruals & reservesBD-1
Intercompany elim.Real-time
Tax provisionBD-1
Consolidation & FXBD0
Reporting & disclosureBD+1
Agent Skills · Low-Code Foundation
Controller — Skills Library
Skills that power the Controller's close control tower and governance hub. The controller signs — the agents do the assembly.
◉ 6 skills
close.orchestrate
Workflow
Orchestrates the close calendar — tasks, dependencies, owners, SLAs — continuously rather than monthly. Real-time control tower view.
LiveMulti-entity
tb.validate
Analytics
Validates the trial balance against expected patterns, flux thresholds, and sub-ledger ties. Surfaces material variances before sign-off.
Real-timeConfigurable
consolidate.run
Finance
Runs full multi-entity consolidation — translation, elimination, minority interest, equity pickup — live, not batch.
Multi-GAAPContinuous
signoff.prepare
GenAI
Assembles the controller sign-off packet — flux, reserves, disclosures, judgment log — in one click with full source citations.
One-clickAudit trail
control.test
SOX
Runs SOX control tests continuously against every transaction, not on samples. Reports live control effectiveness with evidence.
100% populationEvidence-linked
materiality.gauge
Policy
Applies entity- and metric-level materiality thresholds to every agent decision. Small items auto-pass; material items escalate.
TieredGoverned
🔍
Persona · Audit & Compliance
Audit & Compliance Manager
Works with predictive, explainable data — investigates flagged anomalies instead of sampling spreadsheets. The agent tests every transaction continuously; the manager pursues only the markers that matter.
◉ 100% population
Dashboard · Predictive Risk & Anomaly Markers
Continuous Control Monitoring
48,214 transactions tested · today
Txns Tested MTD
1.42M
100% of population
Anomaly Markers
24
Require investigation
Confirmed Issues
6
Remediation in progress
Control Effectiveness
99.8%
▲ +2.4pp QoQ
Audit Hours Saved
4,820
vs. sampling baseline
Anomaly Marker Queue · Investigate24 open
MarkerPatternEntityExposurePredictive ScoreStatus
AM-10482Duplicate vendor payment patternDE-GmbH€184K92Investigate
AM-10489Round-dollar journal clustersUS-OpCo$680K88Investigate
AM-10491Period-end revenue spike · vendorUK-Ltd£214K74Review
AM-10495Manual JE after close-cutoffBR-OpCoR$96K71Review
AM-10498Approval workflow bypassSG-RegionalS$48K86Investigate
AM-10502Segregation-of-duty collisionUS-OpCo$124K90Investigate
Risk Heatmap · Process × Entity
O2C · US-OpCoLow · 12
P2P · DE-GmbHMed · 48
R2R · BR-OpCoMed · 42
Payroll · APACLow · 18
Treasury · GlobalLow · 9
Tax · Cross-borderHigh · 68
Control Coverage · SOX / ICFR
Automated preventive86%
Automated detective92%
Continuous monitoring100%
Manual (residual)8%
Evidence auto-collected98%
Test pass rate QTD99.6%
Agent Skills · Low-Code Foundation
Audit & Compliance Manager — Skills Library
Skills that power the Audit & Compliance Agent. The manager investigates flags, tunes rules, and signs control assurance.
◉ 6 skills
anomaly.detect
ML
Scans every journal, payment, and master data change for suspicious patterns — duplicates, round amounts, unusual approvals, SoD conflicts.
Models: 14SHAP explain
control.test
SOX
Executes control tests continuously against 100% of the population. Collects evidence automatically and tracks exception status through remediation.
Full populationEvidence-linked
risk.predict
Predictive
Forecasts where control failures and material issues are most likely — by process, entity, time — so audit effort focuses on highest risk.
Forward-lookingCalibrated
investigate.assist
GenAI
Gathers all relevant evidence for a flagged item — transactions, emails, approvals, source docs — and drafts preliminary findings.
Model: LLMChain-of-evidence
fraud.sentinel
Security
Detects collusion patterns, vendor-master tampering, and ghost-employee indicators using graph analytics and behavioral signals.
Graph MLReal-time
auditor.pack
Workflow
Assembles external-auditor request packages from the live evidence library in minutes — walkthroughs, samples, policies, test results.
Audit-readyOne-click
📰
Persona · Financial Reporting
Financial Reporting Manager
Curates AI-produced financial statements, narratives, and compliance-ready reports. Editor-in-chief of the numbers — not the typist. Every figure is traceable to source; every narrative is drafted, checked, and ready for review.
◉ On-demand reporting
Dashboard · AI-Produced Financial Statements
Reporting Workbench
Q1 FY26 · 18 filings · 12 jurisdictions
Statements Generated
142
QTD · all entities
Auto-Curation Rate
94%
Narrative + number
Time to First Draft
2.4h
From 6 days · −98%
Disclosure Completeness
99.6%
Checklist auto-verified
Restatement Risk
Low
Zero-drift from GL
Filing Schedule · Q1 FY2618 filings
FilingFormJurisdictionDueStatus
Quarterly report10-QUS · SECMay 08Drafted
UK interimDTR 4.2UK · FCAMay 15Drafted
Stat accounts · DEHGBDEMay 20Review
Stat accounts · BRSPEDBRMay 25Review
Sustainability · CSRDESRSEUJun 10In flight
Climate disclosureS-K 1500US · SECJun 15In flight
Board packet · Q1InternalBoardApr 30Ready
Narrative Curation · AI Draft & Human Review
MD&A revenue driversAI · 92% kept
Liquidity & capitalAI · 88% kept
Segment commentaryAI · 94% kept
Critical estimatesAI · 82% kept
Risk factors updateAI · 78% kept
Forward-looking stmtsHuman-led
Agent Skills · Low-Code Foundation
Financial Reporting Manager — Skills Library
Skills that power the Financial Reporting Agent. The manager curates, reviews, and signs — the agent assembles, drafts, and tags.
◉ 6 skills
statement.assemble
Reporting
Assembles income statement, balance sheet, cash flow, and equity roll-forward from the live trial balance. Multi-GAAP, multi-entity, always tied.
Real-timeTrace-linked
flux.narrate
GenAI
Writes period-over-period variance commentary from the data — drivers, context, materiality — ready for MD&A and board decks.
Model: LLMSource-cited
disclosure.assemble
Compliance
Produces all required disclosures — segments, rev dis-aggregation, leases, taxes, EPS, risks — with completeness checklist and auto-validation.
Checklist-drivenSOX-ready
xbrl.tag
Filing
Tags every numeric and narrative element with correct XBRL / iXBRL / ESEF taxonomy. Reviews prior-period tagging for consistency.
Auto-mapRegulator-ready
esg.report
Sustainability
Produces CSRD / ESRS / S-K climate disclosures from operational data. Scope 1/2/3 inventory, double-materiality narrative, assurance trail.
Double-materialityAssured
board.curate
GenAI
Generates board-ready decks with agreed KPI pack, explanatory narratives, and answer-ready backup. Each chart one-click drill-through to source.
InteractiveDrill-through