Use Case · CFO & Controller
Most closes are still a reconstruction project — bank statements pulled manually, accruals keyed by hand, reconciliations done in a rush in the last 72 hours of the month. Even well-run teams lose 5 to 10 days that could be going to analysis and decision support.
BeanStack shifts the work earlier. Documents flow in through uploads and integrations as they arrive. Bank transactions import directly or from uploaded statements and auto-match against the ledger. Posting rules fire on status transitions and produce journal entries automatically. By the time you sit down to close, most of the data is in place and your team is reviewing — not preparing.
For audit, the provenance model is a step change. Every AI decision logs the source document, the model's reasoning, the confidence, and any human override. A traditional transaction log says what happened. BeanStack's provenance captures why — which is what auditors are actually trying to reconstruct when they ask for supporting evidence.
For FP&A, budgets and forecasts reference your live ledger. Budget-vs-actual, KPI rollups, and forecast scenarios update as the books update. The month-old report becomes an always-current view.
Pick the GL account, enter statement date and balance. BeanStack auto-matches bank statement lines against the ledger. Review matches, resolve exceptions, complete the run.
Setup (close type, period end), validation, execution, monitoring, completion. Options for AI analysis, auto-approve low-risk journal entries, parallel processing, and auto-execute.
Approval rules gate journal entry posting, AP/AR invoice approval, credit memos, bank classification, and more. Approval items land in the assigned approver's inbox with full context.
Every AI decision and every rule execution logged. Source documents linked to the records they produced. Auditors trace any number back to its origin without reconstruction.
Spreadsheet-style models for budgets, forecasts, depreciation schedules, and KPI rollups. All reference your live ledger — figures update as actuals post.
Read records, draft journal entries, run reports, propose changes. Proposed changes appear inline with old-value to new-value diffs; approve directly or route for review.
| Manual grind | With BeanStack |
|---|---|
| Month-end bank reconciliations | Continuous reconciliation against imported bank lines |
| Posting recurring journal entries | Posting rules fire on record status transitions |
| Producing financial statements after close | Always-current statements, filterable by reporting entity |
| Gathering supporting documents for audit | Audit trail with source documents linked to every entry |
| Routing approvals to the right person | Approval rules evaluated at request time on record fields |
Continuous reconciliation, rules-based posting, and provenance on every AI decision. The books are always within reach.
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