T
Thesis
The Agents · Always-on review

Clients won't catch errors
before you do.

Every account, every period, scanned for cutoff errors, missed accruals, duplicate bills, and balance-sheet drift. The agent writes the remediation entry — your reviewer signs it off.

Continuous scanningPlain-English findingsAI-proposed fixMateriality-aware
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Samira Haddad reviewing flagged findings
Reviewing now
Samira Haddad
Director of Operations · Summit Tax Group
Trusted by forward-thinking accounting firms
Caught before clients did

Every period, every account, before sign-off.

$138K
avg errors caught / client / yr
11
findings per close (avg)
<60s
to scan a full period
0
client-found surprises
Always-on scan

A second pair of eyes
on every account.

The agent scans every account in every period — it doesn't wait for you to look. Cutoff errors, missed accruals, balance-sheet drift, duplicate vendor bills, payroll variance. Plain-English finding, ranked by impact.

  • Scans 14 categories of close-time errors out of the box
  • Ranks findings by dollar impact and severity
  • Writes the remediation JE in plain English first, then JE form
  • Learns your firm's materiality thresholds — ignores $5 noise
$138K
avg caught / client / yr
0
client-found surprises
thesis · close-review · pinnacle-construction
Close Review · AI findings
11 items · $138,929 impact
Deferred revenue not released
high severity · AI-proposed fix ready
$24,500
Missed rent accrual — March
high severity · AI-proposed fix ready
$8,500
Unusual payroll variance (+18%)
med severity · AI-proposed fix ready
$3,200
Duplicate vendor bill (Acme Supply)
med severity · AI-proposed fix ready
$1,180
Uncategorized transactions
low severity · AI-proposed fix ready
6 items
Proposed JE: Dr Deferred Revenue $24,500 · Cr Revenue $24,500 — recognize March ratable portion.
One-click fixes

Plain-English finding,
JE-form remediation.

The agent doesn't just flag — it explains. You see the source rows it pulled from, the rule it applied, and the JE ready to post. One click sends to QBO with a full audit trail.

  • Source-rows view: see the exact data the agent reasoned over
  • JE preview before posting — never a black-box fix
  • Reviewer can override, accept-with-edit, or reject + retrain
  • Posted JEs link back to the finding for audit-trail recovery
thesis · finding #4823
Deferred revenue not released
March 2026 · Pinnacle Construction · $24,500
Three annual prepaid contracts (Riverside, Oakwood, Linden) ended their March ratable period but no recognition entry posted. Auto-fix will release $24,500 across the three GL lines.
Proposed JE
2400 · Deferred Revenue
$24,500
4100 · Service Revenue
$24,500
Materiality-aware

Learns your firm,
not just the rules.

A $50 variance on a $5K MRR client is noise. A $50 variance on a 12-rep payroll is signal. Thesis learns the materiality thresholds your reviewers actually apply — so you don't drown in $5 cents-off-on-the-cash flags.

  • Per-client materiality auto-tuned from your accept/reject history
  • Never flag below your reviewer's bar — never miss above it
  • Tune up or down by category (cash, AR, payroll, accruals)
  • Audit-ready report: every accepted/rejected finding with the threshold applied
thesis · materiality · summit-legal
Materiality thresholds
Auto-tuned from 14 closes · last update 6 days ago
Cash & equivalents≥ $250 · confidence 92%
Accounts receivable≥ $500 · confidence 78%
Payroll≥ $100 · confidence 96%
Accruals & deferrals≥ $1,000 · confidence 65%
Uncategorized≥ $50 · confidence 88%

“Two months in, my reviewers stopped finding errors during sign-off — the agent already had. They spend their afternoons on actual analysis now. I can charge for that.”

Photo of Samira Haddad
Samira Haddad
Director of Operations · Summit Tax Group
Caught a $38K prepaid error in week one
FAQ

The agent, explained.

No — never. The agent drafts JEs and surfaces findings; a human reviewer always signs off before anything posts to QBO. We made this an architectural choice, not a setting.
14 categories out of the box: cutoff errors, missed accruals, deferred revenue, prepaid amortization, payroll variance, duplicate vendor bills, balance-sheet drift, sales-tax mismatch, intercompany, depreciation gaps, FX revaluation drift, uncategorized transactions, sign-flips, and unusual JE patterns. We add categories monthly.
Materiality is auto-tuned per client from your accept/reject history. You can also dial categories up or down manually. Most firms see 8-15 high-signal findings per close after week two.
QBO's accountant tools surface what's there. The agent reasons over what should be there — for instance, recognizing a prepaid contract has hit its month-13 ratable but no JE has posted. It also explains every finding in plain English, not just a flag.

The next embarrassing call
never has to happen.

Connect a client. Run the close-review agent on last month. See what we surface — for free, in 14 days.

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