Accruals are built on incomplete information

Payroll registers. Service periods buried in PDFs. Estimates sitting with business owners. Preparing an accrual means bringing that information together, deciding what belongs in the period, calculating the estimate, and building the support before an entry can be booked.

In this 30-minute live demo, see how Max takes on that preparation while keeping your team in control of the judgment.

What you’ll see

1. Build the accrual population across systems: Watch Max pull payroll registers, HR data, procurement data and other source information, then apply your accounting criteria to determine what belongs in the period.

2. Find and interpret the missing context: Accruals depend on information that doesn’t always live in a report. See Max read service periods and terms, identify missing information, and collect context from business owners through Slack or Teams.

3. Calculate the estimate using your accounting logic: See Max apply the appropriate methodology across different accruals, from trailing averages and percentage of completion to payroll proration and PTO calculations.

4. Automate the routine. Escalate the exceptions: Max prepares the repeatable, well-supported portion of the population and routes unusual, incomplete, or higher-risk items to your team. Agents handle the repeatable work. Accountants apply judgment where it matters.

5. Prepare, review, post, and reverse: Max prepares the journal entry with the accounts, entities, departments, calculations, and supporting evidence attached. Your team reviews the estimate and exceptions before approval. Once approved, Max posts to NetSuite through your existing approval workflow and prepares the reversal for the following period.

Source data → Population → Estimate → Entry → Review → Reversal

See it across your accrual workflows

• Vendor & AP accruals: Service periods, unbilled activity, and missing support.

• Payroll accruals: Payroll registers, partial-period calculations, multiple entities, countries, and providers.

• PTO & bonus accruals: Employee balances, compensation data, company policies, and liability calculations.

Built for accounting teams that own the estimate

This session is for Controllers, Assistant Controllers, Accounting Managers, and Senior Accountants responsible for month-end accruals. Especially relevant if your team is:

• Building vendor and AP accruals from open POs, invoices, and procurement data

• Preparing payroll, PTO, or bonus accruals across multiple entities, countries, or providers

• Working large accrual populations line by line in spreadsheets

• Chasing business owners for missing information during close

• Preparing for an audit or IPO

• Evaluating where agents can safely take on accounting preparation