Month-End Close Copilot
An AI copilot for month-end close: checklist, reconciliation prep, missing-receipt chasing and notes on what changed, ready for your bookkeeper or CPA.
Example system
Owner's Plain-English Money Translator
Financial statements, explained the way a person would. Each month you get a short letter about your numbers: what went up, what went down, why it matters and what to ask your accountant.
Can AI explain my financial statements?
Yes. AI can read your profit and loss, balance sheet and cash flow statement and write a short summary in everyday words, in English or Spanish. It points out changes worth a question, and your accountant answers the questions that need judgment.
Part of a connected system
This example belongs to AI Ops Infrastructure (from $1,497). It is a possible component of a scoped build, not a standalone micro-service.
Financial statements, explained the way a person would. Each month you get a short letter about your numbers: what went up, what went down, why it matters and what to ask your accountant.
Watch it work: demo video coming soon
Demo video coming soon
A screen-recorded walkthrough of this example system will go here.
No video has been published yet.
Who it's for
Owners who get financial statements but don't have time to decode them.
What it connects to
QuickBooks Online or Xero reports, email.
What the workflow can look like
- After the month closes, reports are pulled from QuickBooks Online or Xero.
- AI compares the month with last month and the same month last year.
- It writes a one-page letter covering sales, margins, big expenses, cash and what you owe.
- It lists three questions worth asking your bookkeeper or CPA.
- The letter arrives by email, and you can reply with follow-up questions.
Illustrative scenario only. This is not a client case study, a live product demo or a promise of specific results.
What stays in your hands
- Decisions stay with you.
- Explanations come from your own numbers, and anything uncertain is marked as a question, not a fact.
- Your accountant remains your advisor.
What we confirm in your AI Audit
- Which reports you get today and when.
- What you most want to understand.
- English, Spanish or both.
Keep exploring
13-Week Cash Forecast
A rolling 13-week cash forecast built from your books, bills and invoices, updated weekly with plain-English warnings before cash gets tight.
Owner’s daily AI briefing
One short morning email with new leads, bookings, reviews and unpaid invoices.
Also part of AI Ops Infrastructure.
Illustrative system designs, not standalone low-price packages or client results. Exact scope is agreed after the audit.
Questions before you start
Is this financial advice?
No. It explains your own numbers in plain words and suggests questions. Advice comes from your CPA or financial advisor.
Can it be in Spanish?
Yes. Letters can be in English, Spanish or both.
What if my books aren't up to date?
The letter is only as good as the books. If they're behind, we recommend catching up first.
Can my partners or managers get it too?
Yes. You choose who receives it.
Let’s map your system first
The $497 AI Audit maps your tools, priorities and approval points before a build is proposed. Credited toward a build booked within 30 days.