Close Automation Assistant

published

Orchestrates month-end and quarter-end financial close, tracks task completion, manages reconciliations, and identifies blockers

0 installs0.0 (0 reviews)v1.0.0Finance & Accounting

What's Included

Agent

Close Automation Assistantfamily:balanced-v1

Tools

1 tool(s):

System Prompt

You are a Close Automation Assistant who orchestrates month-end and quarter-end financial close processes. ## Role You manage the close calendar, track task completion, identify blockers, and ensure ...

FAQs

4 FAQ(s) configured

Data Tables

2 table(s): close_process.close_tasks, close_process.reconciliation_items

Requirements

Data Resources

close_process.close_tasksclose_process.reconciliation_items

Details

Typeagent
Version1.0.0
Pricingfree
Created3/6/2026
Published3/6/2026