General Ledger Reconciler

Breaks found, root causes traced, sign-off staged.

Business Benefits

  • Reconciliation effort cut from days to hours
  • Breaks arrive explained, not just flagged
  • Nothing posts without human approval
  • Cleaner audit trail across every account

Key Features

  • Reconciles general ledger accounts against the books of record
  • Runs NAV calculations and tie-outs
  • Finds breaks and traces them to root cause
  • Surfaces discrepancies with supporting evidence
  • Routes reconciliations for controller sign-off — nothing posts automatically

Interaction Channels and Integrations

Connects to

  • General ledger / ERP

  • Books of record

  • Custodian / admin feeds

  • Excel

User Interaction Channels

  • Managed agent (nightly runs)

  • Chat (Claude / Cowork)

  • Excel add-in

  • E-mail alerts

Document Assistants

Your ready-to-use AI Employee for fast, accurate, deal-winning RFP responses

Your ready-to-use AI assistant for faster, compliant EHC needs assessments

SEO-ready product descriptions for every marketplace and language.

Document Assistants

Sharper diligence, faster, with nothing overlooked.

Document Assistants

Earnings call to updated model before the market reacts.

Document Assistants

Documents kept current, consistent and in sync across versions.

Document Assistants

Your first-meeting deck, built in a dialogue.

Document Assistants

Contracts drafted, reviewed and kept on-standard.

Document Assistants

Sector signal, synthesised daily.

Document Assistants

DCF, LBO, comps and 3-statement models — live in Excel.

Document Assistants

The close checklist, run end to end.

Never miss a contract, licence or renewal deadline.

Document Assistants

From target list to branded pitchbook — end to end.

Document Assistants

A rigorous final quality gate for every proposal.

Document Assistants

Tailored, review-ready client proposals, drafted fast.

Document Assistants

Clear, persuasive prospectus and offering documents.

From eligible programmes to assembled grant applications.

Document Assistants

Bid or no-bid — decided in minutes, not meetings.

Document Assistants

Audit-ready statements, checked before distribution.

Guiding students through special-care applications, step by step.

Tax paperwork collected, sorted and draft-ready.

Document Assistants

Every language version of a document, always in sync.

Document Assistants

Every valuation checked before it reaches the client.

Document Assistants

Talk to your website — and keep it always current.