Understand the situation
Where does our group close stand?
Ask about the selected reporting period. Bring available readiness evidence, open reviews and missing information into focus before moving on.
Book a DemoFinance AI Agent · Preview
Bringing AI agents to consolidation, close and reporting
Understand where your group close stands, investigate issues and get guidance on what to focus on next.
Part of NorthernClarity Finance AI Workspace. Here to help throughout your reporting cycle.
AI assists. Rules calculate. Finance decides.
A first look · 1 min 22 sec
Meet the agent inside the Workspace.
See workflow guidance, issue investigation and the connection back to supporting evidence.
Preview recording in English, using a demonstration environment. It shows workflow guidance and selected source, mapping and intercompany reviews. Available assistance depends on the workflow and evidence; the recording does not mean every stage has an automated review. Pilot scope is agreed together.
Four practical questions
From understanding the situation to knowing what to review next.
Actual Workspace views below illustrate the finance work. Watch the preview to see the agent alongside it.
Focus the review
What needs our attention?
Identify the controls and differences that need investigation. See what is supported by evidence and what still needs a Finance review.
Follow the evidence
Where does this finding come from?
Move from a finding to the supporting data and available source accounting entries. Traceability depends on the source detail retained in the imported dataset.
Move to the next step
What should we do next?
Get a proposed next review or open the relevant workflow. Finance assesses the evidence, chooses the action and retains the approval decision.
Workflow stages
One reporting cycle. Twelve connected stages.
The agent helps you navigate the process, understand available evidence and prepare the next review. Guidance spans the workflow; supported data reviews vary by stage.
Scope & Data
Reporting scope
Clarify the group, entities, reporting period and currencies to review.
Source data
Guide the check of source availability and period coverage.
Data Preparation
Help review published source readiness and direct attention to missing evidence.
Account Mapping
Support review of local-to-group mappings, classifications and unresolved exceptions.
Close & Consolidation
Entity monthly close
Guide review of entity controls and open monthly-close questions.
FX, IC and consolidation
Help investigate intercompany differences and direct review of the selected consolidation result.
Consolidation journals
Guide Finance to the adjustment workflow and its evidence and approval requirements.
Consolidated TB and statements
Guide reconciliation and review of the group trial balance and statements.
Cash Flow, Review & Reporting
Cash Flow
Guide review of source coverage, cash-flow bridges and unresolved differences.
Review and lock
Direct attention to open exceptions and required Finance sign-offs.
Group analysis
Guide investigation of performance movements against reviewed figures and evidence.
Reporting package
Guide preparation and review of commentary and the management reporting package.
An illustrative investigation
Follow one difference all the way back.
A typical intercompany review, from the first question to a Finance-owned next action.
Your question
“Why is this intercompany balance still open?”
Start from the selected period and consolidation result.
The finding
A difference needs review
The agent brings the recorded difference and available control evidence into the conversation. A difference alone does not establish the cause.
The supporting data
Compare both sides
Inspect the entity pair, source balances, period and applied exchange rates in the relevant review.
The source entries
Open the available source rows
Where transaction detail is retained, follow the finding to the underlying accounting entries. Missing detail remains visible as missing evidence.
The next action
Finance confirms the way forward
Review the proposed follow-up and confirm the cause before making any correction through the owning Finance workflow.
Illustrative workflow, not a claim that an unresolved difference has a confirmed diagnosis or an approved correction.
Finance remains in control
AI assists. Rules calculate. Finance decides.
AI assists
The agent helps explain evidence, investigate questions and propose the next review. Finance checks the explanation against the source.
Rules calculate
Financial figures come from governed source data and deterministic calculation rules. Results stay connected to their reporting context and versions.
Finance decides
Your team reviews mappings, journals, statements and reporting outputs. Approvals and release stay in the relevant Finance workflow.
Bring your group reporting workflow
See where the agent could help your next close.
Walk through your process with us and agree the scope of a Finance AI Workspace pilot.