AI-powered accounting workflows that
scale with you
Automate month-end close, reconciliations, strategic projects, and audit prep with AI-powered workflows that reduce manual work and empower your teams to get more done – without the headcount bloat.
Close and Project Management
Reduce manual work with automated workflows and real-time collaboration. Our close management platform brings structure to your month-end process and eliminates endless spreadsheets.
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Complete initiatives
faster, together.
Accounting is complicated. Your software shouldn't be.
Close Management
Streamline month-end with workflow automation designed specifically for accounting teams.
Technical Accounting Copilot
A generative AI technical accounting agent that helps with research, memo writing, building workflows, and automating complex accounting tasks.
Account Reconciliation
Define materiality levels and automatically link work papers to your reconciliations.
AI Flux Analysis
AI automatically builds variance analyses across revenue streams, operating expenses, and organizational units.
Variance Monitoring
Track period-over-period changes and identify significant fluctuations before they become issues.
Audit Readiness
Maintain complete audit trails with automated documentation and evidence collection, decreasing audit costs.
Trust & Compliance
Stay compliant with built-in controls, approval workflows, and regulatory frameworks while remaining SOC 2 compliant.
Bean Intelligence
Your team, powered by a new kind of BI – AI that analyzes patterns and surfaces insights automatically.
Bean in action
Real-time insights and powerful automation built for modern accounting teams.
Smart Reconciliation Dashboard
AI-powered reconciliation tracking with automated variance detection and intelligent account matching. Complete visibility into your month-end close process.
Centralized Workflow & Project Management
Manage team capacity, track velocity, and monitor project progress – all in one place. No juggling between systems for workflow and project management.
Performance Metrics & Analytics
AI-driven insights surface patterns and anomalies automatically. Stay audit-ready with comprehensive documentation and evidence collection built into every workflow.
Task Management & Progress Tracking
Streamline task assignment, approvals, and reviews with built-in controls and workflows. Keep your team aligned and compliance-ready at every step.
Where Integration Meets Impact
Seamlessly connect your financial systems and unlock measurable ROI that transforms your bottom line
Connected Integration Network
Connect your entire tech stack and streamline workflows across all financial systems
Financial Results that Matter to Finance Leaders
Real cost savings, revenue growth, and profit increases from automation
Based on Bean Customer Surveys
*Results may vary. Individual outcomes depend on usage and implementation.
AI-Powered Data Sync
Real-time synchronization across all platforms eliminates manual entry – driving 50% decrease in month-end close time
Unified Analytics Dashboard
Consolidate insights from all sources to deliver 50% Audit time saved per customer
Intelligent Automation
Boost operational efficiency with AI-driven workflows that automatically coordinate tasks across systems, provide real-time oversight, and ensure complete team visibility
Smart Reconciliation
AI matches transactions automatically across all connected platforms with unprecedented accuracy
"Bean AI's month-end close functionality helped us create a cohesive approach to our Month-End process across multiple entities. This also helped us share consistent work papers/schedules across all entities. The biggest benefit of using the software was creating one reference point for close and a visualization of all account reconciliations."
Rob Brisch
CFO, The Savings Group
"Without Bean AI, I would not have realized that our AP account was missing multiple invoices that were not syncing between Bill.com and our reimbursement platform, Concur... we lost record of it - potentially costing us $100,000. Having been able to identify this issue with Bean, our team was able to come to a timely solution and reverse it accordingly."
Uli Robles
CFO, GenTrust
Ready to transform your accounting workflows?
Join 300+ organizations using Bean to close faster, reduce manual work, and deliver insights that matter.