From documents to close pack
Four stages. Fourteen agents. One close.
Documents arrive. Agents execute. Your team reviews exceptions. The close runs itself.
01
Ingest
3 agents
847
Documents
02
Classify
3 agents
99.2%
Auto-categorized
03
Post
5 agents
12
Flagged
04
Close
3 agents
1
Close pack
Ingested
847
Posted
547
Exceptions
12
Fourteen agents. One workflow.
01Ingest· 3 agents
- A01Document Classification
- A02Transaction Extraction
- A03Evidence Matching
02Classify· 3 agents
- A04Vendor Normalization
- A05Account Coding
- A06Tax Resolution
03Post· 5 agents
- A07General Ledger Export
- A08Financial Statements
- A09AP / AR
- A10Excel Review
- A11Resolution
04Close· 3 agents
- A12Tax Filing Pack
- A13Period Close
- A14Adjusting Entries
What goes in
Bank feedsLive connection
InvoicesPDF · image · email
PayrollProvider exports
Source docsReceipts · statements
What comes out
Journal entries547
Bank reconciliation100%
AP / AR schedulesFull
Audit trail8,213
Real firms. Real numbers.
Manual prep16 hrs
Exception review2 hrs
Based on Elite Times CPA pilot · 5 real clients
2×
Accountant capacity
1.4%
Exception rate
14 hrs
Saved per close
See the close run itself.
Twenty minutes. Real output. No slides.