Six modules, one record. Each does a defined job and hands its output to the next, so nothing is re-keyed and nothing depends on a spreadsheet only one person can edit.
Every screen is the real layout filled with labeled sample data. Move through the list with the pointer or the arrow keys.
Bank lines, invoices, and receipts are matched as they arrive. Exceptions keep their context so reviewers decide in seconds.
Requests route by amount, cost center, and team. Approvers see the full chain, so sign-off never waits in an inbox.
The month-end close runs as a shared checklist with owners and dependencies. Progress is visible while it happens, not after.
Stock counts, variances, and work-in-progress land next to the ledger. Operations and finance argue from the same numbers.
Every change carries who, what, and when. Auditors get read-only access and exportable evidence without a support ticket.
Close status, burn, and variance reports generate as the period progresses. Leadership reads progress instead of asking for it.
Progress and effort per period, from the reporting module. Each chart is keyboard-readable, and every figure has a table alternative.
| Period | days |
|---|---|
| Mar | 6.2 |
| Apr | 5.8 |
| May | 6.4 |
| Jun | 5.1 |
| Jul | 4.8 |
| Aug | 4.4 |
| Sep | 4.6 |
| Oct | 4 |
| Period | hours |
|---|---|
| Matching | 3.5 |
| Approvals | 6 |
| Journals | 4.2 |
| Recon | 5.1 |
| Reports | 2.2 |
| Period | % of hours |
|---|---|
| Approvals | 31 |
| Matching | 28 |
| Rework | 18 |
| Reporting | 12 |
| Other | 11 |
Bank lines, invoices, and receipts are matched as they arrive. Exceptions keep their context so reviewers decide in seconds.
Requests route by amount, cost center, and team. Approvers see the full chain, so sign-off never waits in an inbox.
The month-end close runs as a shared checklist with owners and dependencies. Progress is visible while it happens, not after.
Stock counts, variances, and work-in-progress land next to the ledger. Operations and finance argue from the same numbers.
Every change carries who, what, and when. Auditors get read-only access and exportable evidence without a support ticket.
Close status, burn, and variance reports generate as the period progresses. Leadership reads progress instead of asking for it.
Approval routing is configuration, not code. Admins edit the rules, test them against a sandbox, and roll them out with a version number — and the audit trail shows which version applied to every decision.
Read where you allow, write only where you connect two-way. Credentials are revocable and every sync run is logged.
Demo tool — remove before launch.