AI

CloseCore's AI capabilities help you analyze close data, prepare workpapers, and complete reconciliation work while keeping people in the review process.

What's here

• AI Assistant: ask questions about your ERP data and close files, and get reviewable workpaper proposals.
• Variance analysis: draft explanations for why account balances and report numbers changed, grounded in the underlying transactions.
• Agent tasks: AI-assisted work such as drafting journal entries, extracting data from PDFs, and assisting reconciliations.
• Transaction matching: match activity from Excel workbooks and your ERP to prepare reconciliations for review.

Open these features from the AI menu in the navigation menu. Availability depends on the features enabled for your account.