Own the close without owning the chaos
Fintra gives controllers a live close board, an AI-drafted journal review queue, and reconciliation status in one place, so the close becomes a checklist you run instead of a fire you fight.
Close week, before and after Fintra
A controller’s close week is usually a hunt: which reconciliations are done, which journal entries are still drafts, who is sitting on an approval. Fintra makes all of that state visible on one board.
| Time | Without Fintra | With Fintra |
|---|---|---|
| Morning | Open six spreadsheets to figure out which accounts are reconciled | Scan reconciliation status on the close board; two accounts are amber, the rest green |
| Midday | Draft accruals by hand and email them for review | Review AI-drafted accruals in the journal queue, adjust one, approve the rest |
| Close of day | Send status emails nobody reads and update the close tracker manually | The close board already shows days-to-close and remaining tasks by owner |
The Fintra surfaces controllers live in
- The close board: every close task with owner, dependency, and status, so day three looks nothing like guesswork.
- Journal review queue: AI-drafted entries with source evidence attached, waiting for controller approval or edit.
- Reconciliation status: bank, credit card, and balance-sheet reconciliations tracked account by account with unmatched items surfaced.
The KPIs a controller watches, and where they live
| KPI | Why it matters | Where it lives in Fintra |
|---|---|---|
| Days to close | The headline measure of how healthy your process is | Close board timeline, tracked automatically each cycle |
| Reconciliation completion | Unreconciled accounts are where misstatements hide | Reconciliation status view, per account and per period |
| Adjustment count | Many late adjustments signal upstream categorization problems | Journal queue history, filterable by period and source |
AI drafts, the controller approves
Fintra’s AI categorizes transactions, proposes matches, and drafts recurring journals. None of it posts without human approval. AgentFence governs which actions AI workflows may take, and SentriAI maintains an audit trail linking every AI-assisted entry to its evidence and approver.
Controls that stay intact
- Every AI-drafted journal shows its source documents before you approve it.
- Posting permissions and dollar thresholds are enforced by AgentFence policy.
- SentriAI’s log gives auditors a complete who-did-what for the period.
- You can reject an AI draft and the correction trains future suggestions.
Your first close on Fintra
- 1Import your chart of accounts and open balances; connect bank and card feeds.
- 2Load your existing close checklist into the close board and assign owners.
- 3Run the period with AI categorization on, approving drafts in the journal queue.
- 4Compare days-to-close against your prior cycle and tighten the checklist for next month.
Frequently asked questions
Does Fintra actually shorten the month-end close?
It shortens the parts that consume most controller time: reconciliation matching, recurring journal drafting, and status chasing. AI handles the drafting and matching, you handle review and approval, and the close board removes the coordination overhead. The remaining time is genuine accounting judgment, not spreadsheet logistics.
Can I trust AI-drafted journal entries?
You are never asked to trust them blindly. Each draft arrives in the journal review queue with its source evidence attached, and nothing posts until a human approves it. Rejections and edits feed back into the AI, so draft quality improves against your own policies over time.
How does Fintra handle reconciliations?
Bank, card, and balance-sheet reconciliations run continuously rather than only at period end. The AI proposes matches as transactions land, and the reconciliation status view shows unmatched items by account. By close week you are clearing a short exception list instead of starting from zero.
What audit trail exists for AI actions?
SentriAI records every AI action, its inputs, and the human who approved the result, while AgentFence enforces what AI workflows are allowed to do in the first place. For an audit, you can produce a complete chain from source document to posted entry to approver.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Make your next close the calm one
Start free, no card required. Bring your checklist and run one close on Fintra’s close board.
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