How AI Is Rewriting the Month-End Close — Live Demo
It's 9pm on a Tuesday. You're still in QuickBooks.
Not because the work is hard. Because your client finally answered your questions at 6pm — and now you're racing to enter three weeks of categorizations, missing statements, and clarifications before close.
This is the actual rhythm of modern accounting. Long stretches of waiting. Then a flood. Then a late night.
The close isn't slow because closing is hard. It's slow because everything that should have been answered weeks ago lands in your inbox at the worst possible moment.
On Tuesday, join me for a webinar with Andrew Robinson of Puzzle to see how AI is starting to break this cycle.
We'll cover:
AI that emails clients automatically the moment a transaction needs clarification — no more end-of-month scramble
Live AI chat: cash projections, headcount planning, variance analysis, tax estimates — answered in seconds, not days
Bank rec from a PDF statement (great for credit unions and treasury accounts the feeds keep mangling)
Payroll JEs, settlement reports, and screenshots turned into clean entries
The shift from batch close to continuous data entry — and what that means for how firms staff and price
📅 Tuesday, June 2 · 10:30am PT / 1:30pm ET
🎓 Free NASBA-approved CPE for attendees via Earmark
