Closing Agent – the AI agent for your financial closing
The Closing Agent guides you step by step through the closing – area by area, in clear phases. It reconciles your accounting against the receipts and prepares the entries; you review and approve. The agent takes on the routine, and control stays with you.
Why the closing ties up so much expert time
The closing ties up expert time
Reconciling, accruing, valuing, posting – the closing is detailed work. Exactly the steps that keep experienced staff busy week after week, especially during closing season.
Hard to delegate
Handing it to juniors means checking up: where are they now, is everything clean and justified? Without a clear thread, delegation quickly turns into rework.
Constant context switching
Back and forth between your accounting, receipts, Excel, and notes. The thread gets lost, interim states are hard to trace – and mistakes surface late.
A guided closing – with you at the wheel
A guided closing
The Closing Agent works through the closing in clear phases and explains at every step what it is doing and why. You always know where you stand.
Area by area
Arcarius splits your accounts into clear areas – from cash and receivables to accruals and equity – and works through them one after another.
Approval stays with you
The agent prepares the entries – they are only posted after your approval. You review, decide, and approve; the agent executes.
with your approval
What the Closing Agent can do
Your focus shifts from execution to review and approval.
A conversational closing
The agent guides you through the closing in chat, explains every step in plain language, and answers your questions.
Structured areas
Arcarius splits your accounts into clear areas – such as cash, receivables, payables, accruals, and fixed assets. Each area has its own chat.
Reconciliation against receipts
The agent reconciles your balances against the receipts – for example bank accounts against bank statements – and surfaces any differences.
Approvals – human in the loop
No entry is executed without your explicit approval, and no area counts as done until you have approved it.
Review and adjust
Review the prepared entries, request changes in chat, and approve them – area by area, with no media breaks.
Post-processing
After the closing meeting you record open topics, the agent works through them – and finally the tax provision is calculated.
Equity & profit appropriation
The agent works through equity with you, proposes the statutory reserve allocation, and prepares the profit appropriation together with you.
Handover across the team
Staff prepare, engagement leads approve: the agent supports a clean handover between roles – with clear permissions per phase.
A finished closing dossier
In the end you get your closing dossier – balance sheet, income statement, notes, and reconciliation dossier – ready to download. Every step and approval is documented.
A few phases to an approved closing
Area by area, until your closing dossier is ready.
Start the closing
You start the closing for the period you want – from monthly to annual. Arcarius splits your accounts into clear areas; areas that are not relevant you simply exclude.
Review area by area
For each area you upload the matching receipts or confirm a balance. Arcarius reconciles, checks, and prepares the necessary entries – you approve.
Finalize and get your dossier
The agent creates the closing entries, works through equity and profit appropriation with you, and makes your finished closing dossier available to download.
Closing by hand vs. with the Closing Agent
Closing without the agent
Lots of manual work & rechecking
- Work through every area yourself
- Switch between accounting, receipts, and Excel
- Delegation means rechecking
- Interim states hard to trace
- The thread gets lost
With the Closing Agent
Guided & under control
- The agent leads area by area
- Directly on your accounting
- Approval stays with you
- Every step documented
- Clean handover across the team
Under your control, CO-compliant
CO-compliant
Closings are prepared under the Swiss Code of Obligations.
Approval required
Entries are only executed after your explicit approval.
Swiss data location
Your accounting data is stored in Switzerland.
Traceable
Every step and every approval is documented.
Usage-based
in the credit model
- Guided closing in clear phases
- Approval for every entry
- Post-processing of open topics
- Equity and profit appropriation
- Finished closing dossier to download
Hand off the closing without handing off control?
The Closing Agent guides you area by area – you review and approve. Get started and see for yourself.
Guides and answers about the Closing Agent are in our help center – for example overview and scope and how to close step by step.