Workflows
Live agent execution with full audit trail
Hero Workflow
Multi-Entity Consolidation
Roll up trial balances, convert currencies, eliminate IC, generate flux
Reduces consolidation cycle by ~2.5 days and removes manual spreadsheet rollups.
RunningStarted: 12 minutes ago
NS
DW
GS
Manual hours saved
120 hrs/mo
Close acceleration
2.5 days
Accuracy
98.7%
Est. annual value
$420k
Step 1
CompletedPull Trial Balances
Step 2
CompletedCross-Reference Non-GL Data
Step 3
CompletedCurrency Conversion
Step 4
Awaiting ReviewIntercompany Eliminations
Step 5
WaitingGenerate Consolidated Output
Step 6
WaitingFlux Analysis
Workflow List
5 workflowsMulti-Entity Consolidation
Roll up trial balances, convert currencies, eliminate IC, generate flux
Reduces consolidation cycle by ~2.5 days and removes manual spreadsheet rollups.
Running
NS
DW
GS
Last run: Now
Bank ↔ GL Reconciliation
Match and resolve across bank feeds and GL
Delivers same-day reconciliation with a 96.6% auto-match rate and fewer close delays.
Completed
NS
DW
Last run: 2h ago
AP Exception Queue
Process invoice exceptions, chase missing POs
Resolves 74% of exceptions automatically and reduces payment delays.
Completed
NS
OL
Last run: 4h ago
Period-End Close Orchestration
Track and execute close checklist items
Standardizes close execution and surfaces blockers early.
Scheduled
NS
GS
Last run: Tomorrow
Vendor Payment Inquiry Response
Auto-respond to vendor “where’s my payment” emails
Auto-responds to 86% of inquiries and cuts response time to minutes.
Completed
OL
Last run: 1h ago