Month-end checker
Looks over a month's ledgers against the last three months and tells you what deserves a look.
How it works
Books runs its fixed month-end checks without any agent. This one reads each ledger's total for the month and the three months before, and points out what an accountant would act on, such as an entry that usually comes and didn't, or an amount far from its usual level. Each finding is yours to dismiss or act on. It never posts or changes anything. No party names, PANs, bank numbers or narrations go to the AI model: parties go only as groups.
Depends on how many ledgers the company has. Shown before each run.
What it reads
- Ledger totals for the month and the last three, with parties grouped
When it starts
- When someone who can close the books clicks Look over this month
What it can do
- Add findings to the month for you to dismiss or act on (after you confirm)
What it never does
- Post an entry, change a figure or sign off a month
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Month-end checker do?
Books runs its fixed month-end checks without any agent. This one reads each ledger's total for the month and the three months before, and points out what an accountant would act on, such as an entry that usually comes and didn't, or an amount far from its usual level. Each finding is yours to dismiss or act on. It never posts or changes anything. No party names, PANs, bank numbers or narrations go to the AI model: parties go only as groups.
Can the Month-end checker change data on its own?
No. It asks a person to confirm before it will: add findings to the month for you to dismiss or act on. It never does the following: post an entry, change a figure or sign off a month.
How much does the Month-end checker cost?
Depends on how many ledgers the company has. Shown before each run.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Reads a bank statement PDF into Books, so you can check the lines and import them.
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Reads a vendor bill's photo or PDF and fills a draft bill in Books for you to check.