Use case
Use case3 min readBy The Data Workers Team

Month-end close data, run by agents

Reconciliations, accrual checks and flux explanations are rebuilt in spreadsheets in the last week of every month. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Reconciliations, accrual checks and flux explanations are rebuilt in spreadsheets in the last week of every month.
  • •What changes. Agents tie subledgers to the GL daily, flag accrual anomalies and explain flux account by account as the month runs.
  • •What stays with your people. Journal entries and adjustments: controllers sign them.
  • •The result. The close starts reconciled.

The problem today

Reconciliations, accrual checks and flux explanations are rebuilt in spreadsheets in the last week of every month.

What changes with Data Workers

Agents tie subledgers to the GL daily, flag accrual anomalies and explain flux account by account as the month runs.

The workflow: Quality Monitoring agent (run_quality_check) → Quality Monitoring agent (get_anomalies) → Incident Debugging agent (get_root_cause) → Autonomous Data-Conductor (request_governance_review).
Fig. 1:The workflow: Quality Monitoring agent (run_quality_check) → Quality Monitoring agent (get_anomalies) → Incident Debugging agent (get_root_cause) → Autonomous Data-Conductor (request_governance_review).

The workflow, step by step

  1. 1.The Quality Monitoring agent calls run_quality_check and ties subledgers to the GL daily.
  2. 2.The Quality Monitoring agent calls get_anomalies and flags accrual anomalies.
  3. 3.The Incident Debugging agent calls get_root_cause and explains flux.
  4. 4.The Autonomous Data-Conductor calls request_governance_review and holds adjustments for the controller.

The impact metrics we move

  • •Subledger tie-out: from about a week to 15-20 min
  • •Flux explained: from about 3 days to ~1 h
  • •Accrual anomaly caught: from about a week to under 1 h
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Reconciliations run daily, so the last week is review, not rework.
  • •Flux is explained as it happens, so no surprises at review.

Where your people stay in charge

Journal entries and adjustments always go to a named approver, because controllers sign them. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Daily tie-out for one entity.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Subledger tie-out: from about a week to 15-20 min
  • •Flux explained: from about 3 days to ~1 h
  • •Accrual anomaly caught: from about a week to under 1 h
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The finance and accounting page · The full team playbook

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