Close, reconciliation, audit evidence, and collections executed across the ERP, the banks, and the billing system. Nothing posts without a human. Live in 4 to 8 weeks.
WorkStreams
Each WorkStream runs on a deterministic, governed Playbook, with the controller approving every entry that touches the ledger.
Month-end close orchestration
A dependency-gated close across three entities, opened by a readiness check that runs before day 1.
Agent Team
Veroli coordinates these agents autonomously, powered by VeroCortex, across the ERP, bank feeds, billing, and the document store. Ten core agents run readiness, dispatch, retrieval, review routing and cash application; eight advanced agents take on accrual drafting, variance commentary, probabilistic matching, exception root cause and dispute triage.
Day Minus 2 Blockers
Runs before day 1 and reports what will break the close: unposted AP, open POs, unbilled revenue and stale bank feeds. This is the agent that actually compresses the cycle.
Dependency-Aware Dispatch
Releases close tasks by dependency and entity, tracks state, chases per task against its own due day, and gates consolidation until every entity has signed off.
Reviewable Close Pack
Assembles the close pack with evidence per task and Execution Ledger references, filed to the document store and ready for review.
Auditor List To Owned Work
Parses an auditor PBC spreadsheet into discrete, categorised requests, then routes the residual items to named owners asking for the specific artifact rather than the whole request.
Deadline Tracking
Tracks every request against the auditor deadline, chases at 48 hours and escalates at 96, so nothing surfaces late in the week the audit closes.
Ledger-Sourced Evidence
Retrieves journal support, approval trails and reconciliations directly from the ERP and the Execution Ledger, then packages and delivers the pack with an index.
Both Sides, Normalised
Pulls ledger and bank data for every reconciliation, normalises formats and currencies, and presents both sides on the same basis before matching runs.
Preparer, Reviewer, Certify
Routes reconciliations and adjustments for preparer and reviewer approval, shows the reviewer only what changed since last period, and records certification to release the close gate.
Aging & Segmentation
Evaluates the AR ledger against the dunning policy and payment history, then segments accounts by risk, relationship value and dispute state before any outreach happens.
Receipts To Invoices
Applies received payments against open invoices, splits and matches partial payments by reference, and refreshes the aging and DSO position.
Drafted, Never Posted
Drafts recurring accruals from prior-period templates with the supporting calculation attached, and routes each entry for preparer and reviewer approval. Never posts unapproved.
Movement Outside Tolerance
Compares account movements against prior period and budget, flags what falls outside tolerance, and drafts an explanation with the driver named rather than a blank field.
Catch It Before The Auditor
Reviews completed deliverables against each other in the same pack, flags inconsistencies for the controller, and holds release until each item is approved.
Confidence-Scored Matching
Matches both sides on value, date, reference and payer with confidence scoring, including FX-adjusted matches, rather than an all-or-nothing rule.
Persistent Transaction Memory
Investigates unmatched items using transaction history and prior resolutions, resolving a partial payment from last month's credit memo or an intercompany timing difference a rule would miss.
Proposals With Support
Drafts proposed adjusting entries with the investigation trail attached, and escalates anything above the materiality threshold to a controller with judgment framing instead of a proposal.
Account-Appropriate Outreach
Executes the dunning sequence with tone and channel matched to the account, auto-sending only below a configured account value and holding strategic accounts for owner review.
Promises, Disputes, Escalation
Processes promises to pay, disputes and partial payments, assembles the invoice, PO, delivery evidence and contract terms for the owner, and escalates per policy. Never places a credit hold on its own.
The Transformation
Close is the workflow finance leaders name first, and it still runs on a task list in a spreadsheet, a chase in Slack, and a controller assembling evidence after the fact. Reconciliation exceptions get re-investigated every period because nothing remembers last month. Audit fulfilment is three weeks of retrieval that the system should have produced as a byproduct.
Blockers surface on day 4 because nobody checked data completeness before day 1.
The controller retrieves evidence by hand from systems that already recorded every approval.
Dunning happens when someone has time for it, and disputes sit while evidence is gathered.
Finance is the function where autonomous action is a liability, so the boundaries are explicit. Agents draft, retrieve, match, chase, and assemble. People approve every journal entry, certify every reconciliation, and make every credit-hold decision. Where a prospect already runs BlackLine or FloQast, VeroTX orchestrates above it rather than replacing it.
VeroCortex
VeroCortex is part of the platform from day one, governed, multi-model, and audit-ready, so a journal entry or a reconciliation certification can be defended a year later.
Two days before close, readiness reports 14 unposted AP invoices and hands them to Procurement. On day 1, 84 tasks release across three entities by dependency. Reconciliation runs as a live gate, and an exception resolves itself from a credit memo issued last month. Accruals arrive drafted with support and wait for a preparer. Consolidation stays blocked until the third entity controller signs. When the auditor's list lands months later, 68 of 112 requests answer themselves from the Ledger.
Agents share the entity register, close calendar and chart of accounts instead of running siloed scripts.
WorkStreams keep going when the ERP, a bank feed or the billing system is slow or unavailable.
Every task, entry, certification and write-off recorded in the Execution Ledger, ready for SOX and external audit.
Integrations & Connectivity
Plug into the systems your teams already run. Every connector is governed by role-based access, scoped credentials, and full execution ledger logging.
Every connector is callable by agents through native APIs or the Model Context Protocol.
OAuth, scoped tokens, secrets vault, and per-tenant isolation, with audit trails on every call.
Read and write across systems of record with retries, idempotency, and reconciliation.
Don't see a system? Custom connectors ship in days through the connectors studio, no platform change required.
See how orchestrated agents can be configured for your ERP, entities, and close calendar in 4 to 8 weeks.