Shorten and stabilize the close
See dependencies, late tasks, unresolved balances, and approval risk early enough to act before sign-off is delayed.
For CFOs, controllers, and record-to-report leaders
Financial Close Automation
Close the books with visible ownership, controlled evidence, and fewer manual reconciliations.
Round Infinity coordinates the close plan, data validation, reconciliations, variance review, journals, reporting, disclosures, and sign-off across entities in one controlled operation.
ControllershipRecord to reportFinance shared services
Who gets the value
CFOs with earlier visibility
Controllers managing exceptions
Auditors with complete evidence
Department impact
What finance leadership gains.
The close becomes a live, exception-led operating process with clear ownership, governed review, and audit evidence captured while the work happens.
Focus finance on material exceptions
Automate routine matching, preparation, reminders, and evidence collection while judgment stays with accountable reviewers.
Stay continuously audit ready
Keep source evidence, control execution, explanations, approvals, and sign-offs connected to every close period.
One connected operating flow
The financial-close flow, from period opening to signed and audit-ready reporting.
Each step shows the departmental work, what Round Infinity automates, and the platform capabilities carrying context, controls, and ownership across the process.
1
Launch the Controlled Close Plan
Create entity and function tasks with owners, dependencies, due dates, control requirements, approvals, and escalation rules.
Close calendar · Workflow orchestration
2
Validate Data and Reconcile Balances
Check completeness, mappings, control totals, period status, transactions, and balances, then clear routine matches and route exceptions.
Validation rules · Reconciliation AI
3
Investigate Variances and Prepare Journals
Identify material movements, assemble source context, document explanations, prepare journal support, and apply policy checks.
Variance AI · Document evidence · Controls
4
Review, Approve, and Report
Route journals, reconciliations, statements, management packs, and disclosures to the right reviewers with version and decision history.
Approval workflow · Reporting templates
5
Sign Off and Preserve Audit Evidence
Complete entity and group certifications while retaining every source, explanation, control, approval, and final report for the period.
E-sign · Audit trail · Close analytics
Platform capabilities working across the complete flow
Close calendar and dependencies
Reconciliation workflows
Journal and approval controls
Evidence and document management
Financial reporting templates
Close command center
Purpose-built AI agents
The AI agents, engines, and copilots that complete financial close automation work.
Each agent works inside configured permissions, policies, confidence thresholds, human-review rules, and one traceable operating record.
Close Plan Orchestration Agent
Coordinates tasks, dependencies, owners, due dates, and escalation across entities.
Data Validation Agent
Checks completeness, mappings, period status, and control totals before work advances.
Reconciliation AI Agent
Matches routine balances and transactions and prepares exception context for review.
Variance Investigation Copilot
Highlights material movements and assembles evidence for root-cause analysis.
Journal Control Agent
Prepares requests, applies policy checks, routes approval, and retains decision history.
Audit Evidence Agent
Packages source documents, controls, explanations, approvals, and sign-offs by period.
See financial close automation running with your systems and controls.
We will map the current flow, exceptions, owners, policies, data, and desired outcomes, then show the configured operation end to end.
Book a focused walkthrough