Accrual Automation
Accruals and prepaids without the monthly rebuild — draft entries, run reversals, and keep an audit trail that stays review‑ready.
Accrual Accounting Automation
Cash and accrual views answer different questions. If you expense an annual payment all at once, or recognize revenue only when cash lands, your reports get distorted — and month‑end turns into clean‑up work.
Record expenses and revenue when they belong — so your P&L is explainable and your month‑end close doesn’t start with rework.
Spread expenses and revenue across the right months so decisions aren’t driven by one‑off spikes.
Keep accruals consistent month to month so close isn’t a recurring “rebuild the schedule” project.
Automate Accruals
Accruals and prepaids are just timing: match the expense or revenue to the months it supports. If you pay annually up front, you don’t want the whole year’s cost landing in one month.
Common examples: annual software subscriptions, insurance, retainers, and large upfront service payments. Keep the workflow simple, so it’s fast to run and easy to review.
Create a schedule once and amortize monthly, so the P&L stays stable and explainable.
Draft accruals for known recurring items so month‑end doesn’t start from zero each period.
Keep the “why” visible: amount, period length, start/end dates — so anyone can review and understand.
AI Accruals Automation
Automation works best when it stays review‑friendly. Draft accruals and prepaid schedules from recurring patterns and supporting documents — then let your team approve, adjust, or defer when something is uncertain.
This is not set‑and‑forget automation. It reduces repetitive work while keeping every accounting decision explicit.
Create a starting schedule for common cases (annual subscriptions, insurance, retainers) so you review instead of retyping.
Keep a trail: what was created, which document it came from, and how the amount was spread across periods.
Accrual Automation Tools
The painful part of accruals is maintenance: reversals, partial cancellations, and mid‑year changes. Tools should help you adjust without breaking the schedule — and keep the history so month‑end stays calm.
Keep evidence attached so you can answer “why is this here?” later — without rebuilding context.
Post and reverse accruals cleanly so the next period starts correctly — without manual cleanup entries.
Update schedules when things change (refunds, cancellations, upgrades) and keep a clear audit trail of edits.
Start with accrual automation built for review: clear schedules, predictable reversals, and an audit trail that keeps month‑end accurate and calm.