Reconciliation Agent

The Reconciliation Agent uses Artificial Intelligence (AI) to answer key questions about close status, projected close dates, and user performance. It supports controllers and accounting teams by improving process automation and efficiency.

Agents can analyze close data and provide answers to common queries. You can use sample questions or create your own to view progress, identify delays, and compare workloads across entities and users.

Examples of the kind of questions Reconciliation Agent can answer:

• What is the status of the current month-end close?

• When are we projected to close?

• Which users are lagging behind in their tasks?

Open the agent

To open the agent, click the drop-down and select Reconciliation Agent.

Example queries

• Identify users lagging behind

  Question: Which users are lagging behind?

  Example result: Lists the number of preparers and approvers, their assigned tasks, and completion status.

  

• Check close status

  Question: What is the status of current month close?

  Example result: August is In Progress for two selected entities, with a displayed percentage of completion. Any issues that may hinder the close are also highlighted: