Boldr AI
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Record to report automation

Close the month in days.

A close calendar with owners, reconciliations by risk and recurring entries posted automatically.

Start a Value Discovery SprintSee how it works
WD 5
target close
3
reconciliation tiers
1
calendar, every entity
Close the month in days.Month-end close calendar, by work dayWork days around month-end: −3 is three days before, 1 to 6 after−3−1123456AccrualsSub-ledgersBank recsIntercompanyReconciliationsConsolidationMgmt packManual taskAutomated or by rule

1The problem

Why the month-end close still takes weeks

Every account reconciled by hand, every month.

Low-risk accounts with a handful of entries get the same monthly spreadsheet reconciliation as bank and intercompany accounts, so close week goes to work that rarely finds anything.

Intercompany mismatches found at cut-off.

Entities book the same charge on different dates or with different references, and the mismatch surfaces only at consolidation, when fixing it pushes the close back.

More time recording than analyzing.

Accruals, allocations and FX revaluations are keyed by hand each month, so controllers finish the entries late and have little time left to explain variances.

2How it works

How Boldr AI shortens the close

  1. 1

    Calendar the close

    Every task, owner and dependency.

  2. 2

    Tier reconciliations

    Frequency by risk.

  3. 3

    Automate entries

    Accruals, allocations, FX.

  4. 4

    Match intercompany

    Before consolidation.

3What you get

What the R2R redesign delivers

Close calendar

Every close task from three working days before month-end through working day five, each with its owner and dependencies, on one calendar for every entity.

Reconciliation tiers

Accounts sorted into three tiers by risk, with high-risk accounts reconciled every month and low-risk ones less often, so effort follows exposure.

Journal automation list

The recurring accruals, allocations and FX entries that can post themselves, listed with their source data and the review each one needs before posting.

Intercompany rules

One shared transaction reference and one cut-off date for all entities, so intercompany balances match before consolidation and stop surfacing at the deadline.

R2R block in CFO tower

Days to close and open reconciliations by entity in the CFO tower, so the controller sees which entity is holding the close back.

What runs it:CFO

4Results

Measured R2R results

Building materials · 5 countriesIn mobilization

Procure to pay on one standard, across five countries.

33,600invoices a month
14 → 4invoice scenarios
4 → 1ERPs
All case studies

Next step

Scope your first R2R sprint

Define the scope in minutes. We turn your answers into a focused Value Discovery Sprint.

Scope your sprint
in three questions.

Pick the capability. Your answers tell us where a Value Discovery Sprint would look first; a value consultant comes back with a proposed scope.

1What capability do you want to focus on?
2How many ways does an invoice get processed across your entities?
3Who owns an invoice exception?
4How many days to close the month?

Your readout

Your answers shape the scope.

A sprint would likely look first at:

  • Invoice scenarios to retire
  • Exceptions by cause
  • Days lost in the close

A value consultant replies within one business day.

Questions

Will Boldr AI change our chart of accounts?

Boldr AI changes the chart of accounts only where it blocks automation, and makes any change with your controller. Each proposed change is listed with the entries or reconciliations it would unblock, so your controller decides case by case.