Workflows

Every agentic workflow in one place: close, reconcile, period adjustments, analysis, reports, and tax.

Match bank, AP, AR, and payout activity to the general ledger and drive the set to tied-out.

Run the period close as a guided agentic workflow: plan, analysis, execution, lock.

Build block-based reports, version them, share a read-only link, and export to PDF.

Generate XBRL/iXBRL annual reports, including Swedish K2/K3 Bolagsverket compliance.

Run a Companies Income Tax engagement from your ledger with a full audit trail.

Cash projections and three-statement models with assumptions and scenario comparison.

Upload, review, approve, and version budgets — then compare budget vs. actual everywhere.

Schedule recurring agent tasks that auto-deliver analyses or stage writes for approval.

The approval gate every journal entry passes through before it reaches your ERP.

Workflows ​