Journal entry: Draft, review, and post entries with audit-ready evidence
Draft, review, and post journal entries with source lineage, dual approval, and audit-ready evidence.
Journal entry: draft, review, and post with audit-ready evidence
Month-end is not the time to hunt for source documents. Journal entry as a service drafts recurring and close entries from the source — invoices, payroll, bank feeds — with lineage, dual approval, and auto-posting so finance can close without reopening tickets the day after.
Draft entries from the source document — invoice, expense, bank transaction — so the GL reference is always one click away.
Route material entries for dual approval by preparer and reviewer. Non-material entries flow through with policy evidence captured.
Every entry ships with source link, approver, timestamp, and diff — the evidence pack auditors ask for is already built.
Scope the first close motion
- Start with recurring entries (deferred revenue, accruals, payroll allocations) before attacking ad-hoc adjustments.
- Declare posting rules — which accounts, which entities, which currencies — up front.
- Require a reviewer for anything over a materiality threshold, even if the preparer is senior.
| Layer | Decide up front | Example |
|---|---|---|
| Scope | Which entries are automated | Deferred revenue, prepaid amortization, accruals |
| Policy | Materiality threshold | Entries > $5,000 require secondary approval |
| Evidence | What travels with each JE | Source doc link, approver, timestamp, diff |
Outcomes finance teams expect
- Shorter close, fewer re-openings, calmer auditors.
- Clear lineage between deals, invoices, payments, and journal entries.
- Controls that survive headcount changes and rotation.