Use-case directory
Each use case shows who it is for, the problem it solves, how it works and what it takes to start, with an impact and ease breakdown you can check line by line.
Browse all use casesUse case of the day · October 23, 2026 · The Close
Generate monthly amortization journals for prepaid software, insurance and other contracts from a maintained register, replacing spreadsheet calculations.
Built for the GL accountant and the accounting team.
New vendors enter their own tax, bank and contact details through a secure portal. The system checks the tax ID, verifies the bank account, screens sanctions lists and looks for duplicates before anyone touches the ERP. AP reviews one clean record and approves it. The vendor is created automatically, with every check on file.
Each month the system pulls closed actuals and the latest pipeline, headcount and usage drivers. A model builds a driver-based baseline forecast for the coming year and a half and writes a first pass at variance commentary. FP&A reviews the baseline, adjusts what the model cannot know, and publishes. The team spends its time on judgment, not spreadsheet plumbing.
Automated tests run over every transaction, not a handful of spot checks. They look for risky journal entries, users with conflicting access, unexpected vendor master changes and payments that skipped approval. Each exception goes to its owner with the evidence attached.
Extract supplier, invoice number, dates, amounts, tax and line detail from PDF and e-mailed invoices into the AP system, with low-confidence fields sent to a person for review.
Pause likely duplicates before posting by comparing supplier, amount, date and invoice number, including near matches such as reformatted numbers or resent PDFs. A person decides every paused invoice.
Rank overdue accounts each morning by balance, days past due, payment history and dispute status, so collectors start with the cash most at risk. Collectors can reorder with a reason.
Every use case on one chart. Narrow it by area or industry, then pick a dot to see what it does and how it rates.
Higher means more impact and further right means easier to start. Open a use case and choose “How we rated this” to see why.
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Ratings are indicative and not tailored to any company. Your company report shows which use cases fit your workflow today.