The shadow-close process
We reproduce one period in parallel with your current process, then show what matched, what differed, and the source evidence and policy behind each BeanStack entry. You decide whether the result supports cutover.
BeanStack closes the period on its own, in parallel with whatever you do today — nothing about your existing process changes while you evaluate.
You see where BeanStack agrees with your books and where it differs, with the reasoning and source evidence behind each entry.
Every decision is replayed deterministically against the historical decisions your human bookkeepers made. The replay shows reproduction and differences — you and your reviewer judge correctness.
Nothing is filed and no money moves during a shadow close. You adopt only once the scorecard holds up — not before.
Connect bank feeds, billing, and documents. Keep your existing ledger, or import your QuickBooks history — chart, transactions, and balances — onto ours in hours, not months.
BeanStack runs the period close under your policies — reading documents, posting routine entries, and holding exceptions for review.
You get a diff against your current books: what matched, what differed, and the evidence and policy behind every BeanStack decision.
Once the scorecard convinces you, BeanStack takes over the monthly close; a named controller reviews exceptions and owns delivery.
Where both processes reproduced the same treatment — listed line by line, not summarized away.
Grouped by cause — policy, source data, timing, or unresolved judgment — with the evidence behind each side of every difference.
Material or low-confidence items BeanStack did not post automatically, and exactly what it needs to resolve each one.
Source document, applied policy, action taken, reviewer, and change history — attached to every line in the packet.
The pass/fail bar is set before the run — you judge the packet against criteria you agreed to, not a moving target.
Run a parallel shadow close in your first month. Keep your ledger, or move onto ours — you cut over only when the scorecard convinces you.