The close checklist,ticked off by lunchtime.
An agent puts the close checklist on a to-do card and works through it: reconciles the bank against the ledger, calculates accruals and depreciation from your ERP’s exports in a terminal, drafts the journal entries in the ERP and runs the trial balance. Posting is the one step it never takes on its own.
Five steps, three journal entries. Allow the posting when it asks.
The close checklist on a to-do card: the agent reconciles the bank, calculates accruals and depreciation from the ERP’s exports, drafts three journal entries, asks before posting and runs the trial balance.
A checklist you can see
Every step of the close is a row on the to-do card, ticked as it’s done — or marked red when something needs you.
Calculations you can audit
Reconciliation, accruals and depreciation run as scripts on the exports in a terminal card, with the output in plain view.
Drafts, not postings
Journal entries are drafted in the ERP: a draft can be deleted, a posted entry can only be reversed.
Posting on your OK
The agent asks before it posts, with the entries and the total in the question.
From an open period to the trial balance
One agent, three cards.
Works in the ERP you already use
More in ERP
Other live scenarios from the same shelf — and a few close relatives.
Purchase order matching
ERPPOs, goods receipts and supplier invoices matched from ERP exports; mismatches on a board, payment after your OK.
AgentBrowserTerminalTask boardInventory reorder
ERPEvery morning: stock and lead times checked against 30 days of sales, purchase requisitions drafted for you.
AgentBrowserTerminalNoteData questions
Beyond codeHypotheses on a list, SQL on a read-only replica, an answer with its queries.
AgentBrowserTerminalNoteTo-do listEnd-of-day wrap-up
On a scheduleAt 18:30: board and git read, a stray branch pushed, tomorrow’s list written.
AgentNoteTo-do listTask boardStandup
Close the month without the spreadsheet marathon
Nothing is posted until you say so.
macOS and Linux are coming later.
The first-run wizard installs an agent CLI, Git and the dictation model for you — or skips each step.