Everything you need for a confident close
From task tracking and subledger reconciliation to AI-drafted communications — Close Automation brings your entire period-end process into one intelligent workspace.
Centralised Period-Close Management
A single, organised hub for every close task — keeping your team aligned and on schedule from open to final post.
- Standardised, customisable close checklists to track tasks and progress
- Dashboard for real-time oversight of tasks, entities, and assignees
- Filtering tools to quickly identify and resolve bottlenecks
Simplified Close Navigation & Status Views
Get a consolidated summary of close statuses across all entities and subledgers — without the manual detective work.
- Tracks unposted transactions in AP, AR, and GL
- Monitors bank reconciliations and subledger/GL close statuses
- Summary view across all entities at a glance
Automated GL-to-Subledger Reconciliation
Stop hunting for discrepancies manually. The Reconciliation Assistant generates automated reports and surfaces variances so your team can resolve them faster.
- Automated GL-to-subledger reconciliation reports
- Variance identification across multiple entities
- Drill-down insights for faster discrepancy resolution
Proactive Budget Monitoring & Alerts
Know immediately when something’s off. Automated alerts keep stakeholders informed, and intuitive visuals turn complex variance data into clear decisions.
- Automated notifications for budget overspending
- Continuous real-time tracking of budget vs. actual variances
- Intuitive charts and graphs for easy interpretation
- Drill-down analysis into variance causes and implications
AI-Enhanced Communication During Close
Cut the friction from your close communications. AI drafts tailored emails for task alerts and variance reviews, while in-task messaging keeps your whole team on the same page without leaving the system.
- AI-drafted emails for task alerts and variance review communications
- Direct in-task messaging to reduce back-and-forth friction
- Improved alignment across finance teams throughout the close cycle
Permissions and other requirements
| Requirement | Detail |
|---|---|
| Subscription | Sage Copilot Close Automation |
| Regional Availability | All regions |
| User Types | Business Employee · Project Manager |
Sage Ai and Sage Copilot
Sage Ai
Sage Ai represents the intelligent products and features that drive real impact for our customers. These are distinct solutions that apply AI to automate processes, improve accuracy, and support better decisions.
It is designed to help businesses and finance teams:
- Automate repetitive financial tasks
- Detect anomalies and risks
- Generate insights from accounting data
- Improve forecasting and decision-making
- Speed up financial close and reconciliation processes
- Reduce manual data entry and human error
Sage Ai is the intelligence engine working behind Sage Intacct and Sage X3. It uses machine learning, predictive analytics, and generative Ai to assist finance teams.
Sage Copilot
Sage Copilot is how users interact with Sage Ai inside the product. It’s where insights are surfaced, questions are asked, and tasks are guided.
It acts much like an AI-powered finance assistant that can:
- Answer questions about your business data
- Summarise financial information
- Draft customer emails
- Highlight overdue accounts
- Detect unusual transactions
- Suggest next actions
- Help with workflows and approvals
- Provide conversational reporting
Ready to close faster?
Contact SynergERP today to see Sage AI Close Automation in action and find out how it fits your organisation.
