Put month-end close on Day Zero.
Rebase agents operate within the access, approval, and evidence requirements defined by your finance team. Consequential decisions remain with authorized people, and every action is recorded for review.
See Rebase run a close
Do the preparation during the month. Use close week to review it.
Rebase keeps reconciliations, schedules, journal support, and evidence moving as transactions arrive. Exceptions surface early enough to resolve before they block the close.
By period-end, Finance is reviewing prepared work instead of rebuilding it.
Agents prepare the close. Finance reviews and signs off.
Give Rebase your close plan, source systems, accounting rules, and approval boundaries. The agent handles the repeatable preparation and brings Finance the decisions that need judgment.
1
Load the close plan
Accounts, entities, owners, deadlines, policies, and approval rules.
2
Prepare the accounts
Source data gathered. Reconciliations, schedules, and journals prepared.
3
Investigate exceptions
Differences traced to the source and missing evidence requested.
4
Route decisions
Finance gets the issue, recommendation, evidence, and decision required.
5
Complete and verify
Approved actions completed, final records checked, and status updated.
AI operates within defined authority.
Model output does not grant permission or replace approval. Each production workflow defines which tools may be used, what data they may receive, and when human review is required.
Agents prepare the close. Finance reviews and signs off.
Give Rebase your close plan, source systems, accounting rules, and approval boundaries. The agent handles the repeatable preparation and brings Finance the decisions that need judgment.
1
Close management
Keep tasks, owners, dependencies, due dates, reviews, and live status in one close run.
OUTPUT
Live close status
2
Account reconciliations
Match balances and activity, investigate open items, prepare workpapers, and draft adjustments.
OUTPUT
Reconciliation ready for review
3
Accruals
Gather support, apply the approved method, calculate the accrual, and prepare the journal and reversal.
OUTPUT
Updated schedule and journal
4
Prepaids and amortization
Roll schedules forward, identify changes, calculate the period charge, and prepare the entry.
OUTPUT
Updated schedule and journal
5
Intercompany
Compare entity balances, explain timing or classification differences, and prepare the resolution.
OUTPUT
Focused exception or adjustment
6
Close reporting
Assemble approved numbers, workpapers, decisions, and supporting records for final review.
OUTPUT
Review-ready close package
The agent knows what it can do, and where it must stop.
Read, prepare, approve, and write are separate permissions. Materiality, confidence, account, entity, and action type determine when Finance must decide.
The agent knows what it can do, and where it must stop.
Read, prepare, approve, and write are separate permissions. Materiality, confidence, account, entity, and action type determine when Finance must decide.
Prove it on real close work. Then expand.
Pick a recurring task with a clear owner, source records, review point, and definition of done.
Map the task
Inputs, owner, policy, review point, and final evidence.
Configure the playbook
Rules, tolerances, reviewers, and permitted actions.
Run real cases
Historical or controlled live work to test every exception.
Launch and improve
Review the finished work and carry corrections forward.
What finance teams ask before the first close.
What does Rebase automate in the month-end close?
Is Rebase another close checklist?
Does Rebase replace our ERP?
Can Rebase prepare and post journal entries?
What happens when Rebase is uncertain?
Can we keep our existing workpapers and close process?
How does Rebase keep Finance in control?
Can we begin with read-only access?
How does Rebase keep Finance in control?
Will our auditors be able to review the work?
How does Rebase handle finance data and AI models?
How do we get started?
Put it on Day Zero.
See Rebase in action
Autonomous finance, without giving up control.
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