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AI agentThe month-end close agent
The agent watches the close checklist around the clock, so the close takes days less.
The challenge
Month-end close is dozens of tasks, dependencies and reminders. The CFO sees status only when someone compiles it, and slippage surfaces on the last day.
What the agent does
The agent runs the close checklist 24/7: watches deadlines, nudges task owners on Teams, reconciles items and proposes postings, and drafts the first version of the management commentary on variances.
Illustrative example · what the conversation looks like
Business benefits
Why boards buy this
- The close checklist watched 24/7
- Automatic Teams nudges to task owners
- Reconciliations and posting proposals with an audit trail
- The agent drafts the first version of the management commentary
Impact on results
- A close 2-4 days shorter
- Fewer overtime hours in finance
- The CFO sees status at any moment
UiPath · Microsoft Teams · Human-in-the-loop
Solutions in the library
The same process as an implementation plan
The agent page describes what the agent does. Library solutions describe the processes it works on, with a value model and an implementation plan.
The month is closed by downloading balances into Excel and chasing sign-offs by email.
See the solution Finance & accountingIntercompany balances that agree before the group closeYour entities disagree about what they owe each other, and the consolidation waits for an email.
See the solutionWe deliver it through our service AI agents on Microsoft Teams.
The library describes this agent’s processes for industries including Manufacturing & industry, Professional services & IT, Shared services (GBS/SSC).