Use-case library
    Record-to-Report

    Close Command Center

    Orchestrate the close checklist across entities and surface blockers by exception.

    AgentProcess orchestratorSpeedRisk & ControlHigh effortAgenticCFO
    What changed

    Agentic orchestration can now run the close calendar end-to-end — tracking task state, chasing owners, drafting status and escalating overdue or blocked items — turning the controller's status meeting into an exception review.

    Value realized on KokoAI
    Days-to-close
    8 → 4 days
    lower is better
    Recurring impact
    $3.5M/yr
    run-rate benefit
    Payback
    5 months
    ≈ 12,000 hrs/yr reclaimed

    Days-to-close 8→4 turns the controller's status meeting into an exception review; ≈12,000 close-team hours/yr shift to analysis — ≈$3.5M/yr of recovered capacity.

    Run this in Claude on KokoAI's data

    Opens your own Claude with the prompt and KokoAI's month-end close checklist pre-loaded as text — no upload, no setup. Tailor it live to your own numbers.

    Synthetic KokoAI figures — a demo fixture, not audited or a guarantee

    Try it

    Illustrative demo

    KokoAI's month-end close across 3 entities. The agent tracks the checklist, escalates the blocked intercompany elimination, and drafts the status — the controller reviews and locks. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    Run live in Claude
    Sample data

    Month-End Close Checklist (synthetic) — grab the one-pager PDF (the ROI, the data, and the prompt on one sheet) to share or keep, or the raw CSV / Markdown to drag into Claude or Microsoft Copilot. The prompt hand-off above already includes the same data as text.

    Synthetic KokoAI demo data — not audited

    Run it on your own document

    Drop a PDF, Excel, Word, CSV, or text file (e.g. a 10-Q, an AR aging, an invoice register) and we'll run this use case on it. Your file is read in your browser and never uploaded — only the extracted text goes into your own Claude or Copilot.

    Choose a file or drop it herePDF · XLSX · DOCX · CSV · TXT · up to 15 MB

    Read in-browser · not uploaded · 10-Q/10-K trimmed to financials + MD&A

    Workflow

    1. 1.Load the close calendar, task dependencies and entity scope.
    2. 2.Track each task's state (Planned → In Progress → Blocked → Complete → Locked).
    3. 3.Detect overdue/blocked tasks and notify owners with the specific blocker.
    4. 4.Draft a daily close-status summary for the controller.
    5. 5.Escalate items breaching the critical path; never self-approve a journal.

    Prompt / agent recipe

    You orchestrate the monthly close. Given the task list with owners, due dates and dependencies, report tasks that are overdue or blocked, identify critical-path risks, draft owner reminders, and produce a 5-bullet close-status summary. Escalate — do not resolve — anything requiring an accounting judgment.
    Try in Ask KokoAI
    Controls required
    • Agent can read status and notify, but cannot post or approve journals
    • Accounting judgments and final lock remain human-approved
    • All escalations and notifications logged
    • Human-in-the-loop on every state change that affects the ledger
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