Bank recs auto-matched. Accruals drafted. Variance commentary pre-written. Your controller reviews and approves the close — they don't produce it line by line.
Mid-market controllers close the books in 7 to 10 business days. Each step (bank recs, credit-card recs, accruals, variance, the checklist) involves spreadsheets, multiple humans, and waiting. The whole org waits on close before reporting can land. The controller's calendar in close week is a wall.
The work isn't hard. It's high-volume, low-judgment, repetitive. Exactly what shouldn't need a senior person doing it by hand.
Each step is its own agent-or-pipeline component. Don't try to do this in one giant prompt — the failure modes compound.
No vendor lock-in. Every piece is replaceable. The orchestration outlasts the model — when Claude 5 or GPT-6 ships, swap the model, keep the pipeline.
Calibrated to mid-market scale (50–1000 staff, $1M–$200M revenue). Your numbers will vary; the framework gives you the order of magnitude to plan against.
Take this architecture, sign in with Slack, run it on Orbis SaaS. Free tier covers most mid-market scale.
4 weeks. Inside your stack. Working against your real data. Your team owns the system at handoff. Use the architecture above as the starting brief.