A clearer financial picture
Give finance a more consistent trail from source records to reviewed figures, with exceptions visible before they reach reporting.
FROM POSSIBILITY TO PRACTICE
What it does for your business
For your finance team, “Month-end close support” can become a repeatable workflow rather than a separate task handled from scratch each time. AI can compare the supplied material with agreed criteria, highlight differences and assemble the evidence a reviewer needs. It fits into transaction processing, financial control and management reporting, using your business information and the standards your team already works to.
The value it could bring
These are the improvements to evaluate against your current process. We agree the scope and test the value with your team.
A faster first pass
Focus reviewers on the differences and exceptions that need judgement instead of starting every review from a blank page.
More consistent checks
Apply the same agreed criteria across items and make the reasons behind a finding easier to inspect.
EVIDENCE FROM OTHER BUSINESSES
Published ROI evidence
These named businesses implemented related workflows. Their deployment results provide a reference for the opportunity; they are not appana projects or a promised return for your business.
FORUM Credit Union
Trintech Frontier
140%Reported annual deployment ROI
Monthly certification preparation time per employee fell by 75%, and the expanded deployment generated $185,330 in average annual benefits.
What the figure covers
Expanded account-certification workflows and cloud migration, including software consolidation and avoided accounting hires. These are automation benefits, not AI-only returns.
Nucleus Research · Published 2026-07-30 · Source checked 2026-10-05
Read the published case study ↗How the returns are assessed
Reported annual ROI uses Nucleus Research’s method: average annual net benefit across three years divided by initial investment. Assessments can include indirect benefits and projected years. Figures cover the named deployment, including software, integration and process changes; they do not isolate AI’s contribution or predict your return.
Nucleus Research’s calculation method ↗How it works in your business
STEP 1
Bring in the right context
Select the relevant information from your accounting platform, ERP and document store. Agree what a good result looks like with your finance team, including the rules, examples and permissions the workflow needs.
STEP 2
Turn the task into a workflow
Close checklists, accrual suggestions, and journal review. Apply the agreed rules consistently, explain the items that need attention and link findings back to the source rather than presenting an unexplained verdict.
STEP 3
Put the result to work
Give the reviewer a prioritised set of findings with supporting context and an editable record of the outcome. Your finance owner reviews exceptions and approves postings, payments or published figures.
AN EXAMPLE IN PRACTICE
A member of your finance team needs help with “Month-end close support”. They supply relevant invoices, statements or ledger records, together with the relevant instructions and the result they need. The workflow prepares an initial result with its supporting context, flags missing information and returns it for review. The owner can correct it and use the accepted result in the team's accounting platform, ERP and document store.
Start with a focused pilot
Choose one workflow, one team and a representative set of real tasks. We establish the current baseline, build the first version and review the results together before expanding it.
What we would start with
Depending on the scope, useful inputs include:
- Relevant invoices, statements or ledger records
- Chart of accounts and finance policies
- Approved examples and exception rules
We agree access and integration with your accounting platform, ERP and document store as part of the design.
How we would measure value
- Time to complete a reviewed item
- Confirmed findings and incorrect flags
- Corrections and unresolved exceptions at the close
Your finance owner reviews exceptions and approves postings, payments or published figures.
LET’S BUILD IT TOGETHER
Could this help your business?
Tell us how your team works today and what you would like to improve. We’ll explore the opportunity, shape a practical first step and build it with you.
Talk to us about this use case