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Why accounting teams are moving beyond checklists
Why accounting teams are moving beyond checklists
Reserve your spot
Date & Time
PT
Location
Online
The checklist managed the close. It never automated it.
For two decades, close software has coordinated the work: task lists, sign-offs, status. That mattered. Teams that adopted it ran tighter, more organized closes because of it.
But the preparation itself never moved. Journal entries, reconciliations, transaction matching, and flux analysis still get built by hand, often in spreadsheets, then logged in the checklist when they’re done.
That is now changing. Agents can pull source transactions, prepare entries, reconcile accounts as data arrives, and draft detailed variance explanations. They can then route the completed work to an accountant for review, with the supporting evidence attached.
The hours previously spent on tie-outs and manual processes that checklists could only observe can instead go toward reviewing exceptions, investigating issues, and doing the analysis the team never had time for.
This session is a practical conversation with two accounting leaders who have made that shift in high-volume, high-complexity, audit-heavy environments. They’ll share what changed for their close, their teams, and their audits, including faster close cycles, greater accuracy, and significant time and cost savings.
What you will learn
Where checklist tools stop, and why coordinating the close is different from preparing it
What agentic close automation looks like in practice vs bolt-on AI features layered on top of task coordination
How Scale AI and Miro evaluated AI-native close automation platforms, and which criteria mattered most
What happens to the accountant’s role when preparers become reviewers, and how teams create capacity without adding headcount
What auditors actually ask when agents prepare the work, and how evidence, lineage, and re-performance work in practice
How to pressure-test any automation vendor’s claims, including ours, and the questions these two leaders asked before making the move
Who should attend
Controllers, CAOs, VPs of accounting, and finance systems leaders at companies where the close still runs on spreadsheets plus a checklist.
About the Speakers
Josh Waldron
Josh leads accounting at Scale AI through rapid, pre-IPO-scale growth under a KPMG audit. His team automated 98% of cash workflows across 10+ upstream data sources by moving close preparation off checklist tooling and onto agent-prepared automation. Today, the team closes three days faster.
Madison Farnsworth
Madison owns the architecture behind Miro’s accounting and finance stack, helping design how the ERP, source systems, and automation work together to automate the close. She leads Miro’s adoption of agent-prepared workflows across bonus accruals, cash journals, and T&E coding.
Yogi Goel
Yogi is the CEO and Co-founder of Maxima. Previously, he led finance at Rubrik and spent two decades building and scaling accounting organizations across EY, Citigroup, and Barclays. Today, he works with some of the world’s leading finance teams to adopt agentic AI across the financial close.
Speakers
Reserve your spot
Reserve your spot
Reserve your spot
Back to events
Upcoming
Webinar
Why accounting teams are moving beyond checklists
Reserve your spot
Date & Time
PT
Location
Online
The checklist managed the close. It never automated it.
For two decades, close software has coordinated the work: task lists, sign-offs, status. That mattered. Teams that adopted it ran tighter, more organized closes because of it.
But the preparation itself never moved. Journal entries, reconciliations, transaction matching, and flux analysis still get built by hand, often in spreadsheets, then logged in the checklist when they’re done.
That is now changing. Agents can pull source transactions, prepare entries, reconcile accounts as data arrives, and draft detailed variance explanations. They can then route the completed work to an accountant for review, with the supporting evidence attached.
The hours previously spent on tie-outs and manual processes that checklists could only observe can instead go toward reviewing exceptions, investigating issues, and doing the analysis the team never had time for.
This session is a practical conversation with two accounting leaders who have made that shift in high-volume, high-complexity, audit-heavy environments. They’ll share what changed for their close, their teams, and their audits, including faster close cycles, greater accuracy, and significant time and cost savings.
What you will learn
Where checklist tools stop, and why coordinating the close is different from preparing it
What agentic close automation looks like in practice vs bolt-on AI features layered on top of task coordination
How Scale AI and Miro evaluated AI-native close automation platforms, and which criteria mattered most
What happens to the accountant’s role when preparers become reviewers, and how teams create capacity without adding headcount
What auditors actually ask when agents prepare the work, and how evidence, lineage, and re-performance work in practice
How to pressure-test any automation vendor’s claims, including ours, and the questions these two leaders asked before making the move
Who should attend
Controllers, CAOs, VPs of accounting, and finance systems leaders at companies where the close still runs on spreadsheets plus a checklist.
About the Speakers
Josh Waldron
Josh leads accounting at Scale AI through rapid, pre-IPO-scale growth under a KPMG audit. His team automated 98% of cash workflows across 10+ upstream data sources by moving close preparation off checklist tooling and onto agent-prepared automation. Today, the team closes three days faster.
Madison Farnsworth
Madison owns the architecture behind Miro’s accounting and finance stack, helping design how the ERP, source systems, and automation work together to automate the close. She leads Miro’s adoption of agent-prepared workflows across bonus accruals, cash journals, and T&E coding.
Yogi Goel
Yogi is the CEO and Co-founder of Maxima. Previously, he led finance at Rubrik and spent two decades building and scaling accounting organizations across EY, Citigroup, and Barclays. Today, he works with some of the world’s leading finance teams to adopt agentic AI across the financial close.
Speakers
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