Month-end close automation · finance firms, 5–50 staff
Close on time, even when clients are slow.
Month-end rarely slips because of the accounting — it slips because you're waiting on documents and re-keying numbers by hand. Praetonis automates the document chase, the reminders, the file routing, and a stuck-client dashboard, so the admin compresses and the close finishes on schedule.
Guarantee: if I can't find 10+ automatable hours in your close, the audit is free.
What the close automation handles
The admin around the close, automated.
- Client-document collection — automated requests and reminders until each file is complete.
- File routing — documents auto-named and organized into your system (TaxDome, Karbon, Drive).
- Less re-keying — figures extracted and pushed into QuickBooks / Xero instead of typed by hand.
- A stuck-client dashboard — see who's behind and on what, so nothing waits on the slowest client unnoticed.
- Human review & sign-off — AI flags and drafts; your team decides; you sign.
The starting point is a $750 Month-End Workflow Audit — one week mapping your close, your three biggest time leaks, and an automation blueprint, credited toward the build.