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Month-end close, with AI. A 30-day pilot you can measure.

Review close packs, missing evidence and owner questions before month-end sign-off, while accounting judgement and final approval stay with finance.

What the AI prepares

What the model drafts in a month-end close pilot, and where a person steps in.

  • Checklist review

    Close checklist items are checked against source files and named owners.

  • Accrual questions

    Accrual, prepayment and deferral questions are grouped for finance review.

  • Missing evidence

    Missing evidence is listed before the close meeting.

  • Close commentary

    Draft close commentary shows source figures and unresolved assumptions.

A clearer close meeting

Before sign-off, the finance lead sees what is ready, what evidence is missing and who needs to answer.

What the finance lead gets before the close meeting
  • Bank reconciliationMatches the statementReady for review
  • Utilities accrualSupplier invoice missingAsk the office manager
  • Software prepaymentRenewal spans two periodsQuestion for finance
  • Payroll journalPayroll report attachedReady for review
  • Close commentaryTwo assumptions unconfirmedConfirm with the owner
Illustrative sample, not client data. Nothing is posted or signed off by the AI.

Half of teams take six days or more

In a vendor survey of 100 finance professionals, only 18% closed the month in three working days and half took six or more.

Time to close the month
  • 1 to 3 working days18%
  • 4 to 5 working days32%
  • 6 to 7 working days23%
  • More than 7 working days27%
Source: The state of month-end close in 2025 (opens in a new tab), Ledge (vendor survey), April 2025. 100 finance professionals at companies with 51 to 10,000+ employees.

What slows the close

Waiting on other teams and spreadsheet-heavy processes are the most common reasons the close runs long.

What stops a faster close
  • Waiting on other departments56%
  • Everything managed in Excel50%
  • Legacy systems40%
  • Complex transactions39%
  • Understaffing37%
Source: The state of month-end close in 2025 (opens in a new tab), Ledge (vendor survey), April 2025. 100 finance professionals at companies with 51 to 10,000+ employees.

Start with one clear decision

The two-week diagnostic ends with build, pause, clean up first or do nothing, for this workflow.

See the rollout diagnostic

How the pilot runs

Track close prep time, late evidence, open questions and reviewer rework. Keep the workflow only if the close meeting becomes clearer.

  1. 01

    What goes in

    Close checklist, ledger export, evidence folder and owner notes.

  2. 02

    What comes out

    Gap list, open questions and draft close summary.

  3. 03

    Who checks it

    Finance lead.

  4. 04

    Never without approval

    Journal posting, external reporting or sign-off.

Common questions

Can the AI act on its own?

No. It prepares drafts and checks. A person signs off before any of this happens: journal posting, external reporting or sign-off.

What does it cost to start?

The AI Rollout Diagnostic is £1,500 fixed and takes two weeks. You get a clear answer for this workflow: build, pause, clean up first or do nothing.

How do we know it worked?

Track close prep time, late evidence, open questions and reviewer rework. The pilot is kept only if those numbers improve.

Keep exploring

Ready to test the month-end close workflow?

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