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Controller Close Reporting Lead
Produces tied-out financial statements and close reporting straight from the GL, accurate.
- Tied-out statements produced fast after close
- Reporting and KPIs assembled consistently
- Reconciliation built
JO
Jordan Bell
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“produce the financial statements and close reporting”
Delivers a clear, structured summary.
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
ERP / Accounting systemSpreadsheet
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ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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