Individual company workflow

From your shoebox of receipts to a closed period — in minutes, not weeks.

Drop your documents, watch 10 specialists work, sign off when a real Chartered Accountant says it's good.

01

Upload your documents

Drop a general ledger CSV, bank statements, supplier invoices, payroll exports, fixed-asset schedules. We accept CSV, XLSX, PDF, and image scans for receipts. Multi-currency is fine — SGD is the base.

02

The crew runs

Ten agents work in sequence, supervised by a Supervisor agent that decides when to retry, when to escalate, and when the period is done. Each agent's output is checked by a Reviewer before the next agent picks it up.

SUPERVISOR

Finance Supervisor

Orchestrates the run, enforces retry budgets, escalates to a human CA when judgment is needed.

INTAKE

Intake & Classification

Ingests GL CSVs, bank statements, invoices; classifies documents and extracts structured data.

LEDGER

Ledger

Posts journal entries to the general ledger and reconciles control accounts.

RECONCILER

Reconciler

Matches bank lines to GL; surfaces unreconciled items as open issues.

ADJUSTMENTS

Adjustments

Proposes prepayment, accrual, depreciation, and period-end adjustments.

CLOSE

Close

Posts closing entries and locks the period when sign-off arrives.

REPORTING

Reporting

Generates the trial balance, P&L, balance sheet, and cash flow statement.

TAX

Tax

Computes GST output/input and the F5 worksheet; drafts ECI and CIT estimates.

GOVERNANCE

Governance

Produces the audit trail, board pack, and related-party disclosures.

REVIEWER

Reviewer

Cross-checks every agent's output before it leaves the pipeline.

03

Open issues surface

When the crew hits something it can't resolve — an unmapped chart-of-accounts line, an FX rate that doesn't match a published source, a GST classification it's uncertain about — it doesn't guess. It logs an issue with a specific resolution playbook and a 'Fix this →' link straight to the right page in the dashboard.

04

A real finance manager reviews

Before any number leaves the room, a Chartered Accountant on our team — Big-4 or SMP background, ACCA or ISCA qualified — reviews the run, resolves any open issues, edits commentary where the AI got the narrative wrong, and signs off.

The AI handles the boring 95% — postings, reconciliations, reports. The 5% that matters — judgment calls on materiality, related-party, audit defensibility — is where I earn my fee.
Lead Finance Manager, Finance AI
05

Sign off the period

You get a complete close pack: P&L, balance sheet, cash flow statement, GST F5 worksheet, ECI worksheet, fixed-asset register, and a full audit trail with every agent run logged.

  • Profit & Loss
  • Balance Sheet
  • Statement of Cash Flow
  • GST F5 worksheet
  • ECI / CIT estimate
  • Audit-trail PDF

Ready to close your next period?