What each team handed to its AI agents, what their people still review, and what changed.
SaaS AccountingNetSuite · 3 entities
A three-entity close, prepared before the team logs in.
We put the month’s preparation on AI agents before we filled the role. My team now starts the close by reviewing, not building.
Before
One controller, an open finance role, and three entities. Month-end meant two weeks of reconciliations, accruals and intercompany built by hand.
The agents run
Bank and card reconciliations, accruals and prepaids, intercompany eliminations, and flux commentary for the management pack.
The team keeps
Reviews the prepared work, approves entries above threshold, and signs off the close.
60 hrs
of preparation returned to the team each close
142 of 150
balance sheet accounts reconciled before review
4 weeks
from kickoff to the first close on Zenday
Multi-Entity Group AccountingNetSuite · Salesforce
Six days earlier close sign-off.
The close starts from prepared work. Review is where my team spends its time now.
Before
Each entity closed on its own timeline, and the group close waited on the slowest one.
The agents run
Daily reconciliations, revenue schedules from Salesforce, accruals, and the close checklist across every entity.
The team keeps
Resolves exceptions with the evidence attached and approves the group close.
6 days
earlier close sign-off
5 entities
run as one accounting operation
E-commerce AccountingQuickBooks · Stripe
Thousands of transactions, coded every day.
Our books are current every morning. We stopped spending the first week of the month catching up.
Before
Sales, payouts and supplier bills piled up until month-end, then were coded in one long push.
The agents run
Daily bookkeeping: coding transactions, matching Stripe payouts to the bank, and preparing supplier bills for approval.
The team keeps
Approves bills, reviews flagged transactions, and owns the policies the agents follow.
4,000+
transactions coded and matched each month
30 hrs
returned to the team each month
Consumer Brand AccountingXero · Stripe
Every payout matched before month-end.
Reconciliation used to be the job nobody wanted. Now it is done before we look at it, with every difference explained.
Before
Fees, refunds and payouts across sales channels made the bank reconciliation the slowest part of every close.
The agents run
Payout and fee reconciliation, refund tracking, inventory accruals, and month-end flux commentary.
The team keeps
Reviews exceptions, approves adjustments, and signs off the reconciliation.
100%
of payouts matched to the bank before close
8 days
to close, down from 15
Healthcare Practice AccountingQuickBooks
Clinic books, closed by day five.
I review a summary instead of doing the books at night. The numbers are ready when I need them.
Before
Patient payments, insurance deposits and practice expenses were reconciled by hand, after hours.
The agents run
Matching patient and insurance deposits, coding practice expenses, and preparing the monthly close.
The team keeps
The owner reviews the close summary and approves anything unusual.
Day 5
month-end close, every month
10 hrs
a month back to the practice
Small Business AccountingQuickBooks
Schedules that maintain themselves.
Every entry comes with the record behind it. Our auditors asked fewer questions this year.
Before
Prepaids, accruals and deferred revenue lived in spreadsheets that one person kept up to date.
The agents run
Prepaid and accrual schedules, deferred revenue, and the entries behind them each month.
The team keeps
Reviews new contracts, approves entries, and keeps the policies current.
0
spreadsheet schedules left to maintain
100%
of month-end entries linked to their records
See it on work like yours
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