Guided month-end close workflow: accrue expenses, reconcile accounts, review flux, clear open items, and produce a sign-off checklist — step by step in Claude.

Review journal entries for GAAP compliance, proper coding, completeness, and audit risk. Flags errors, unusual items, and missing support — before your auditors do.

Step-by-step bank reconciliation: match transactions, identify timing differences, flag errors, and produce a clean reconciliation statement with unexplained items highlighted.

Analyze budget vs. actual results: identify root causes of variances, flag favorable vs. unfavorable, and draft management commentary explaining the drivers.

Audit employee expense reports for policy violations, duplicate submissions, missing receipts, and out-of-policy amounts. Generate flagged items and escalation recommendations.

Estimate month-end accruals for unbilled expenses, payroll, commissions, interest, and warranties. Generate journal entry drafts with supporting calculations.

Match bank statement transactions to GL entries, surface unmatched items with suggested resolution, and produce a signed-off reconciliation memo ready for the controller.

Apply the 5-step ASC 606/IFRS 15 framework to any contract: identify performance obligations, allocate transaction price, determine recognition timing, and flag variable consideration risks.

Extract key terms from lease documents, calculate right-of-use asset and lease liability amortization schedules, and produce opening journal entries under ASC 842 / IFRS 16.

Calculate the income tax provision: current vs. deferred tax split, temporary difference analysis, valuation allowance assessment, and ETR reconciliation per ASC 740.

Match intercompany receivables and payables across legal entities, identify out-of-balance pairs, generate elimination entries, and produce a consolidation sign-off memo.

Draft disclosure footnotes for common accounting topics (leases, stock compensation, revenue, income taxes, debt) following ASC/IFRS language standards, formatted for 10-K or standalone financials.

Generate depreciation schedules for book vs. tax across MACRS, straight-line, double-declining balance, and units-of-production methods. Handle partial-year conventions and disposals.