Record to report automation for faster close reconciliations and reporting
Record to report automation that keeps journals reconciliations and reporting consistent.
Workflow Engine
Lead →
Deal →
Quote →
Order →
Invoice →
Payment →
Reconciliation →
Renewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
One workflow engine. One audit trail. One source of truth.
Trusted by more than 1000 back-office teams
HHubSpot
SFSalesforce
SShopify
StStripe
SlSlack
QBQuickBooks
XeXero
NSNetSuite
Record-to-report automation for faster close
Record-to-report automation standardizes journals, reconciliations, and reporting workflows so teams can close faster with fewer surprises.
Faster month-end
Automate recurring close steps with clear ownership, approvals, and execution logs.
Cleaner reconciliations
Reduce manual matching by keeping source systems synchronized and exceptions visible.
Audit-ready reporting
Keep a consistent trail from operational events to journals and financial reporting outputs.
Typical workflows
- Journal preparation and review routing with audit logs.
- Reconciliation workflows across operational and finance systems.
- Exception handling (missing fields, unmapped accounts, timing drift).
- Reporting snapshots and controlled updates for management reporting.
[OK] Close checklist started
-> Gathering source data and validating mappings
[WAIT] Review required: reconciliation exceptions
[OK] Approved and journal posted
-> Reporting snapshot generated with audit trail
Frequently asked questions
Does this replace our accounting system?
No. The goal is to orchestrate and govern workflows across systems, then keep records aligned so finance can close with confidence.
Can we start with one reconciliation workflow?
Yes. Most teams start with one high-impact reconciliation flow, then expand once the data model and approval steps are proven.
