Close Copilot
It matches bank activity to the books, sorts each transaction into the right category and drafts the month-end reports for every client.
Example business · CPA firm serving 120 small businesses
Reconciled
4,812
Coded
4,236
Asked client
61
Days to close, by month
6 → 2
days to close the month
88%
of transactions sorted with no one touching them
$184k
a year of staff time freed up
Time to build
4 weeks
Typical build price
$2,500–$6,000
Running cost
$600–$1,200 a month
Pays for itself in
about 2 months
See it running
The console the team works in.What it looks like on a phone.
A recreation of the live dashboard, playing one real job from start to finish.The texts the agent sends and gets back, playing one real job from start to finish. Names redacted.
[CPA Firm]
Text message · 8:40 PM
Quick one for your October books, takes 2 taps.
Oct 14 · Home Depot #4411
$412.18
What was this for?
Repairs
Thanks, filed under Repairs. That was the last question. Your October reports will be ready Thursday.
In plain English
Like a junior bookkeeper who learned each client’s habits from two years of their books.
Each month an accounting firm has to match every bank and card transaction to the right category in the books, for every client, then write the reports. The agent learns how each client usually labels things and does that matching every night, so month end is mostly review. When it is not sure, it asks the client a short question by text.
The problem
Before: closing the books each month took a week of matching bank records and sorting unlabeled transactions for 120 clients.
Works inside the tools they already had
What the agent does, step by step
- 1
Learns each client
It studies two years of each client’s records and learns how they categorize things.
- 2
Checks the books nightly
Every night it matches bank and card activity to the books, instead of once a month.
- 3
Asks only what it must
When something is unclear, it texts the client a quick question they can answer in two taps.
- 4
Drafts the reports
It drafts the profit and loss statement, balance sheet and notes on changes for a partner to review.
What goes in, what comes out
It reads
- Bank and card feeds
- Each client’s past two years in QuickBooks
- Stripe payouts and receipts
- The firm’s own category rules
It produces
- ✓Categorized transactions, nightly
- ✓Two-tap questions texted to clients
- ✓Draft profit and loss and balance sheet
- ✓A notes page on what changed and why
What it actually sends
A real-format example of one message from the agent. This is what the team sees, in the tool they already use.
Close Copilot AGENT
Nov 1, 6:10 AM
[Client] bookkeeping account · landscaping · October close
3 questions out to the owner. Close can finish once they’re answered.
A normal day before
With the agent
Day 1–5: staff match transactions by hand
Every night: matching done automatically
Emails to clients asking about 40 items
A few two-tap texts during the month
Day 6: reports written from scratch
Day 2: partner reviews drafts
How we built it
Every build follows the same path: learn the job, connect the tools, run it next to your team, then switch it on.
- 1Week 1
Pick pilot clients
Chose 10 clients of different sizes and pulled two years of their books.
- 2Week 2
Teach and test
The agent learned each client’s categories. We tested it on last quarter’s closes we already knew the answer to.
- 3Week 3
Pilot close
Ran a live month end for the 10 clients with staff checking every line.
- 4Week 4
Roll out
Added the remaining clients in groups of about 25, with staff spot-checking.
Your people still decide
- ●Partner sign-off on every report
- ●Tax treatment and judgment calls
- ●Anything over the firm’s set limit
The agent asks before it acts on any of these. Every action it takes is logged, and you can switch it off at any time.
Builder’s note
Every client labels things a little differently, so one shared rulebook did not work. We gave the agent each client’s own history to learn from and set it to ask, not guess, when it was under its confidence line.
Phil Wood, founder, PWOOD GROUP
Example build based on a common workflow, not a named client. Figures show what the agent is designed to deliver.
Have a job like this? Book a free 30-minute call and we’ll tell you if an agent can do it.
Next: Front Desk Agent →Give us 30 minutes. We’ll show you where the week goes.
A free video call. Tell us how your team spends a normal week. We’ll name the jobs an agent could take over, what that saves and roughly what it costs. If it isn’t worth it, we’ll say so, and you’ve spent nothing.
Example week