What we do

Feature · Policy-controlled close

The close
runs itself.

BeanStack runs month-end continuously — schedules, accruals, reconciliation, and eliminations — and posts every step through your policies. The close becomes a review, not a reconstruction.

What it does

Every step of the close, automated.

Recognition

Schedules post themselves

Revenue, prepaid, and amortization schedules build from source documents and post their entries each period.

Accruals

Accruals and reversals

The AI proposes the period’s accruals with their reversing pairs; you approve what policy escalates.

Reconciliation

Continuous, not batched

Bank lines match to their GL counterparts as they clear, so most of the close is done before close day.

Consolidation

Eliminations and trial balance

Intercompany eliminations, multi-currency, and the trial balance run automatically when everything reconciles.

How it works

Four steps. Under your policies.

01

Work happens all month

Documents, transactions, and reconciliations flow in continuously — not in a month-end rush.

02

The AI runs the checklist

Each close step executes on schedule and posts through your approval policies.

03

Exceptions come to you

Anything outside policy — an unbalanced account, a missing accrual — lands in your review queue with the reason.

04

You get the package

When everything reconciles, the books close and you get the finished package, not a to-do list.

What changes.

Month-end is a review, not a reconstruction. The work is spread across the month and mostly done by close day.
Every entry carries its evidence — source document, policy applied, and approver, on every close entry.
A CPA-led desk clears what escalates, so exceptions don't stall your close.

See your close
run itself.

We migrate your books and run one close in shadow against your current system before anything cuts over.