Beyond the Checklist

Checklist tools coordinated the close. The preparation stayed manual. Hear from two accounting leaders at Scale AI and Miro who moved past that barrier, and what changed for their close, their teams, and their audits.

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.