Journal Entries With an Approval Step That Actually Happens
Post manual entries, reuse templates for recurring adjustments, and let AI draft routine entries - but nothing hits the ledger until a named approver signs off.
What journal entries in Fintra does
Journal entries are how accruals, corrections, and non-cash transactions get into the ledger, and they are also the most common place a mistake or a fraud starts. Fintra lets you post manual entries directly, save recurring templates for monthly accruals, and have AI draft routine entries like depreciation or accrual reversals - with every posting requiring an approval before it affects your books.
- Manual journal entry posting with multi-line debits and credits that must balance
- Recurring journal templates for monthly accruals, prepaid amortization, and reversals
- AI-drafted entries for routine adjustments, held for approval before posting
- Attachments and memo fields so the reason for an entry travels with it
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Manual entries | Posts multi-line debits and credits that must net to zero | Spreadsheet journal vouchers emailed for entry |
| Recurring templates | Repeats a saved entry on a schedule until stopped | Copy-pasting last month’s accrual entry |
| AI-drafted entries | Proposes routine entries like depreciation or reversals | A bookkeeper re-deriving the same adjustment monthly |
| Approval workflow | Holds every entry for sign-off before it posts to the ledger | Entries posted directly with no second reviewer |
| Reversal handling | Auto-schedules the reversing entry for accruals | Manually remembering to reverse next period |
How it works
From draft to posted entry
- 1
Draft the entry
Enter lines manually, pull from a recurring template, or accept an AI-drafted routine adjustment.
- 2
Attach support
Add a memo and supporting attachment so the reason for the entry is documented at the source.
- 3
Route for approval
The entry queues for a named approver; entries above a threshold can require two.
- 4
Post to the ledger
Approved entries post immediately and flow into every downstream report and dimension.
- 5
Schedule the reversal
Accrual entries can auto-schedule their reversal for the following period.
Nothing posts silently
What the audit trail preserves
- Who drafted the entry - a person or an AI agent - and who approved it
- The original AI-drafted version if a human edited it before posting
- Attachments and memos tied permanently to the posted entry
- Reversal schedules and whether they executed as planned
Frequently asked questions
Can AI post journal entries automatically?
No. AI can draft routine entries - like a monthly depreciation posting or an accrual reversal - but AgentFence policy requires a human approver before anything posts to the general ledger. This keeps the speed of automation without giving up control over what actually hits your books.
How do recurring journal entries work?
Save any entry as a recurring template with a schedule - monthly, quarterly, or a fixed end date - and Fintra generates the draft each period automatically. You still approve each occurrence before it posts, so a template speeds up entry creation without removing the review step.
Do journal entries require a second approver?
You decide the threshold. Smaller entries can post with a single approver, while entries above an amount you set can require two sign-offs. The rule is enforced by the system, so it cannot be skipped under deadline pressure.
Can I attach supporting documents to an entry?
Yes. Every journal entry supports a memo and file attachments, so the invoice, calculation, or email that justified the entry travels with it permanently - useful for your own review six months later and essential when an auditor asks why an entry was made.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Post entries with a real approval step
Start free, no card required. Draft, attach evidence, and approve - nothing posts silently.
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