Close in days, not weeksPreparer & reviewer sign-offsAudit-ready evidence

Close · Controls · Audit readiness

A faster close, with controls you can prove

We run your month-end close end to end: checklist, reconciliations, revenue recognition and review. Our close cockpit shows exactly what is blocking the close and who owns it, so you finish faster with an audit trail behind every sign-off.

Schedule a consult See the AI Finance Suite

Free 30-minute consultation. No commitment required.

What you get

A documented close calendar and checklist
Balance-sheet reconciliations tied to the ERP
Revenue recognition (ASC 606) and accruals
Review notes, sign-offs and an audit log
Audit and PBC coordination

What we solve

Fractional Controller, cleaned up and investor-ready

The problem

The close takes three weeks and nobody knows why
Checklists live in spreadsheets and email threads
Reconciliations don’t tie to the general ledger
Auditors find the same issues every year
Key-person risk: one person knows how it all works

Our solution

A close cockpit that shows progress, blockers and owners
Checklist with preparer and reviewer sign-offs and linked SOPs
Reconciliations tied directly to ERP balances with thresholds
Materiality and posting thresholds with the arithmetic shown
Documented procedures and an archived package for every period

What we deliver

Deliverables you can count on

Close management

Close calendar, checklist, owners and due dates, with blockers surfaced automatically.

Reconciliations

Every balance-sheet account reconciled to the ERP with differences, thresholds and evidence.

Revenue & accruals

Revenue recognition, deferred revenue, prepaid and accrual schedules, and cut-off procedures.

Internal controls

Segregation of duties, approval workflows and sign-offs that are invalidated when evidence changes.

Audit support

PBC lists, audit-ready schedules and coordination with your external auditors.

Close analytics

Days to close, recurring late procedures and bottlenecks, so the close gets faster each month.

Close overview with checklist and reconciliation progress and what is blocking the close — **Close overview:** progress by section, blockers and what is holding up the close

Checklist with a reviewer raising a note on a procedure — **Review notes:** raised in context, tracked to resolution

Screens from our AI Finance Suite. Client details are redacted and figures changed.

Built into the workflow

Where AI does the work

AI ranks work, flags exceptions and answers questions, always tied back to the underlying figures. People stay in control of every decision.

AI in fractional controller

Smart notifications: unassigned work, blocking items and late procedures surface automatically
Materiality engine: revenue to materiality to tolerable error to posting threshold, with the arithmetic shown
Integrity controls: changing evidence invalidates a sign-off, and each closed period is archived with checksums

Replaces: close checklists in spreadsheets, reconciliation binders and email chasing.

Explore the AI Finance Suite

How it works

Our fractional controller framework in 3 steps

Map the close

We document your current close, systems and pain points, and set a target close calendar.

Weeks 1–2

Stabilize & standardize

Clean up reconciliations, write SOPs, assign owners and stand up the close cockpit on your ERP data.

Weeks 2–6

Run & shorten

We run the close every month, review the analytics and remove bottlenecks until the close is consistently fast.

Ongoing

Get the answers

Fractional Controller FAQs

Still deciding? A 30-minute consult is the fastest way to know whether we are a fit.

Schedule a consult

How fast can our close get?

It depends on volume and systems, but we have taken a close from 15 days to 8 and aim for a consistent, predictable calendar first, then speed.

Do you work with our existing accounting team?

Yes. We can lead your team, work alongside it, or run the close ourselves. Roles and handoffs are defined up front.

Can you get us ready for our first audit?

Yes. Our founder is a former KPMG audit manager and has led companies through first-time audits. We prepare schedules, documentation and PBC lists auditors expect.

Which ERPs does the close cockpit support?

It is built to read from NetSuite today, and can be connected to Sage Intacct, QuickBooks and other systems through the data layer.

Related services

CPA-led · AI-enabled · Investor-ready

Talk to us about fractional controller

Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.