Estimates how long this month's close will take from the number of accounts to reconcile, exceptions expected and how much of the process is automated.
This is a live working demo of what the agent produces — adjust account count, exception rate and automation coverage and it recalculates the close timeline instantly.
| Task |
|---|
| 1. Pull the close queue | Reads open accounts, prior-period exceptions and reconciliation status from the iUL ledger |
| 2. Auto-reconcile | Matches and clears the accounts covered by existing automation rules |
| 3. Route exceptions | Assigns remaining exceptions to the close team and estimates hours to clear them |
| 4. Hand off | Passes the closed ledger to the FP&A Reporting Agent and flags control gaps to the Internal Controls Agent |