Built for people who
foot their totals.
The whole close, handled - from the first messy file to the signed-off deliverable. No icon grids, just the work.
Build-time flow preview
A live miniature of your pipeline running on real rows while you edit. See exactly what each step does before you ever hit run - and it never counts against your run total.
AI step code generation
Describe a step in plain language and let AI draft the transform. You stay in control: read it, edit it, or write your own.
Templates and variables
Start from a template that matches a common close task. Declare variables (period, entity, tax basis) that are asked before every run, so one agent serves every month.
Reconciliation you can prove
Per-column tie-outs, variance flags, and a tolerance you set. Tied out is sage; a variance is rose. The numbers carry the meaning, not decoration.
Lookup files
Merge a second file into your pipeline - a mapping table, a prior period, a chart of accounts - and reconcile against it.
Removed-rows file
Anything your steps drop is captured in a separate file, so a reviewer can see what came out and why.
Scheduled runs
Put an agent on a daily, weekly, or monthly cadence and let it run unattended against a saved source.
Connections (SharePoint / OneDrive)
Pull the source file straight from SharePoint or OneDrive on a schedule - no manual download, no stale copy.
Output filename templates
Name every deliverable consistently with tokens, so files land ready to file, not ready to rename.
Free reviewer and viewer seats
Reviewers verify and sign off; viewers see finished work. Neither ever costs a seat. Your whole firm sees the work without your whole firm being a line item.
Run sign-off
A reviewer approves a run with a recorded sign-off, so the close has a second set of eyes on the record.
Agent import and export
Move an agent between workspaces or back it up. Your pipelines are portable, not trapped.
Full audit log and integrity fingerprints
Every run records its inputs, every step, and every tie-out, with an integrity fingerprint - so you can always show your work.
Bounded, sandboxed execution
Steps run in a restricted sandbox with per-step time and row limits. No runaway jobs, no surprises.
Your data stays yours
Files are encrypted in transit and at rest, scoped to your account, and never used to train models.