Book Close Automation

One Platform to Run Your Entire Finance OfficeAssisted by Agents

Gives finance leaders foresight and accounting teams execution power without changing how business runs.

The AI-native execution platform that automates finance processes end to end. Specialized AI agents work inside your controls, connected to your ERP, with every action checked, logged and audit-ready. Faster execution. Zero errors.

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Strategy to outcomes diagram showing human and AI collaboration across design, engineering, and business impact

Book Close: Weeks → Days

Journal entries drafted in under 60 seconds, reconciliations tied out to zero difference, and board-ready financial statements with variance commentary generated in minutes.

Real-Time Cash Clarity

Live cash position across banks and entities with rolling 13-week forecasts. Spot shortfalls and surpluses early, with no more spreadsheet-driven surprises.

Always Audit-Ready

100% of transactions scanned, not samples. Every agent action is traced, evidenced and linked to controls, so month-end and audit season stop being a scramble.

One Platform, Every Finance Team

Foresight for leaders. Execution power for accounting teams.

Without changing how business runs.

For CFOs & Finance Leaders

See close status, cash position and forecast accuracy in real time. Make decisions on live numbers, not month-old reports, all from one command center.

For Accounting Teams

Hand repetitive entries, recs, tie-outs, flux analysis and PBC pulls to AI agents. Review exceptions, approve with one click, and close with confidence. Move from a doer to a reviewer.

Key Features

What Makes Book Close Automation Different

Real-time accounting

Journal entries created and reconciled real-time based on events. Automatic mapping to right GL codes. Compound entries. Correct any misclassifications.

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Event to engine to ledger flow for real-time accounting

How It Works

From Transaction to Board Report Without the Scramble

  1. 01

    Connect

    Plug into your ERP (SAP, Oracle, NetSuite, Microsoft Dynamics), banks and enterprise apps with no rip and replace.

  2. 02

    Ingest

    Agents pull transactions, documents and master data, understanding context, not just text.

  3. 03

    Execute

    Functional agents run close, reconciliation, forecast, spend, cash and audit workflows, validated at every step.

  4. 04

    Review

    Exceptions route to humans with full context; the platform learns from every decision.

  5. 05

    Report

    Financial statements, forecasts and dashboards delivered in real time, traceable to source.

Before & After

The impact of the solution

Before

  • Month-end scramble with days of manual entries, tie-outs and formatting
  • Reconciliations done sample-by-sample, differences chased in spreadsheets
  • Cash position pieced together from bank portals and stale reports
  • Forecasts rebuilt manually each cycle, outdated on arrival
  • Audit season fire drills hunting for evidence and support

After

  • Close runs continuously, with books ready in hours and statements in minutes
  • Accounts reconcile to zero difference with drafted adjusting entries
  • Live cash position and 13-week forecast, always current
  • Scenario-based forecasts that update themselves as data flows
  • 100% transaction coverage with audit-ready evidence on demand

Frequently asked questions

Everything you need to know about the Sumvec Finance Execution Platform.

Point tools manage one process, such as a close checklist or invoice queue. The Finance Execution Platform executes the entire finance office on one agentic architecture: payables, receivables, reconciliation, book close, statement preparation, cash and forecasting. One data layer, one agent harness and one audit trail replace five disconnected tools.

See what AI can do for your enterprise.

Book a 30-minute working session with a Sumvec practitioner.We'll map the highest-ROI opportunity in your operation no slides.