Features · Finance Operations
AI Financial Close
Move from close initiation to certified entities, approved financial statements, and a locked accounting period in one connected workflow.
A Close Instance brings every company, task, required submission, reconciliation, exception, journal, certification, and approval into one controlled operation. Round Infinity collects and validates finance data, coordinates the work, and keeps every dependency and owner visible.
Specialised AI agents prepare checks, investigate exceptions, recommend mappings and balanced journals, and draft variance explanations. Finance retains responsibility for review, approval, certification, consolidation decisions, and period lock.
Close Instance and Calendar
Start one controlled close for the accounting period, selected entities, close template, owners, target dates, and regulatory requirements.
Entity, Task, and Submission Orchestration
Generate participating entities, close tasks, dependencies, required datasets, reminders, escalations, and assigned finance work automatically.
Financial Data Collection and Validation
Pull data through connectors or request uploads, then validate company, period, schema, totals, currency, duplicates, freshness, and account mappings.
Functional Close Agents
Run focused AI checks across AP, AR and revenue, GL, bank, payroll, fixed assets, inventory, accruals, prepaids, leases, FX, and tax.
Reconciliation and Exception Resolution
Compare ledger balances with supporting data while AI isolates differences, gathers relevant transactions, recommends actions, and routes exceptions.
Controlled Journal Management
Allow AI to draft only supported, balanced journals using active accounts. Finance and controller approvals are required before ERP posting.
Close Controls and Entity Certification
Block certification until mandatory tasks, data, reconciliations, material exceptions, journals, evidence, and regulatory requirements are complete.
Multi-Entity Consolidation
For group close, load certified trial balances, map accounts, translate currencies, match intercompany balances, and approve eliminations and adjustments.
Financial Reporting and Period Lock
Create statement snapshots and AI-drafted variance explanations, complete final approval, hard close the Close Instance, and lock the accounting period.