Spend less time rebuilding flux. More time reviewing what changed.

Every month, someone downloads the trial balance, refreshes last month’s workbook, checks formulas, ties balances, rebuilds pivots, and stitches together data from payroll, banks, processors, billing systems, and the GL. Only then can they investigate what actually changed and write the commentary.

In this 30-minute live demo, you’ll watch Max automate the rebuild, tracing, and first draft, and see exactly where your reviewer steps in.

What you’ll see

1. Trace variances to the entries behind them: Instead of stopping at “Software expense increased 18%,” Max traces material movement through the journal entries, transactions, and schedules that caused it.

2. Go deeper than the material accounts: Max analyzes movement across the full trial balance, compares it with prior-period patterns, and applies your materiality thresholds to surface what actually deserves review.

3. Draft commentary that names the driver: Max turns “Marketing up 12%” into an explanation grounded in the underlying activity: Marketing increased 12%, driven by three campaign vendors onboarded in Q2 and a reversed prior-period accrual.

4. Review, edit, and sign off: See the explanation, drivers, and supporting evidence side by side. Reviewers can accept, edit, or send the work back.

Go beyond calculating the delta

Most flux tools can identify that a balance changed. Max is already preparing journal entries, reconciling accounts, and matching the transactions underneath those balances. That context allows it to trace the movement to the underlying activity, identify the driver, and prepare the explanation.

From balance → to entry → to transaction → to explanation.

Learn how agents can

• Investigate more of the trial balance
  Analyze movement across accounts and periods, identify unusual activity, and surface the exceptions that deserve your team’s attention.

• Explain movement across systems
  Connect payroll, banks, processors, billing platforms, and NetSuite to distinguish headcount from rate, volume from price, and timing from real operational change.

• Start flux before month-end
  Keep reconciliations and variance analysis current throughout the period instead of starting from scratch during close week.

• Draft explanations your reviewer can re-perform
  Ground commentary in the specific entries, vendors, departments, schedules, and source evidence behind the movement.

• Keep accountants in control
  Route explanations through review and sign-off, retain evidence and edits, and escalate unsupported exceptions to your team.

Built for accounting teams that own the story behind the numbers

This session is for Controllers, Assistant Controllers, Accounting Managers, and Senior Accountants responsible for flux analysis and variance commentary.

Especially relevant if your team is:

• Closing multiple entities on NetSuite

• Stitching payroll, banking, processor, or billing data into flux by hand

• Working toward a faster or more continuous close

• Preparing for an audit or IPO

• Evaluating where agents can safely take on accounting preparation