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.

    AC
    March 2025
    Acme Co.
    Export
    Account
    GL Balance
    Reconciled
    Variance
    Status
    Preparer
    Assets
    Cash & Cash Equivalents
    1010 - Mercury 3627
    138,690.50
    138,705.57
    -0.01%
    Complete
    Ruthy R.
    1017 - SVB 8717
    467.00
    467.00
    0%
    Complete
    Ruthy R.
    1055 - Stripe
    456.48
    456.48
    0%
    Complete
    Ruthy R.
    1056 - PayPal
    2,380.77
    2,380.77
    0%
    Complete
    Ruthy R.
    1069 - Bill.com Clearing
    0
    0.00
    0%
    Complete
    Ruthy R.
    Total - Cash & Cash Equiv.
    142,994.75
    Accounts Receivable
    1210 - Accts Receivable
    675,996.61
    667,873.39
    -0.47%
    Complete
    Maria G.
    1260 - Allowance Doubtful
    (54,690.00)
    (54,690.00)
    0%
    Complete
    Ruthy R.
    Total - Accts Receivable
    595,306.61
    Other Current Assets

    Trusted by companies making a global impact

    Delivered logo
    AAF CPAs logo
    Countsy logo
    Crest Rock Partners logo
    PPI logo
    Opti9 logo
    The Savings Group logo
    American Roads logo
    GenTrust logo
    Greenacres Machinery logo
    Cohen Circle logo
    SVFG logo

    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.

    Smart Reconciliation Dashboard screenshot

    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.

    Centralized Workflow & Project Management screenshot

    Performance Metrics & Analytics

    AI-driven insights surface patterns and anomalies automatically. Stay audit-ready with comprehensive documentation and evidence collection built into every workflow.

    Performance Metrics & Analytics screenshot

    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.

    Task Management & Progress Tracking screenshot

    Where Integration Meets Impact

    Seamlessly connect your financial systems and unlock measurable ROI that transforms your bottom line

    Seamless Integration Platform

    Connected Integration Network

    Connect your entire tech stack and streamline workflows across all financial systems

    Bean AI
    Google Drive
    Sage Intacct
    Plaid
    Excel
    NetSuite
    SharePoint
    Slack
    Proven ROI & Revenue Impact

    Financial Results that Matter to Finance Leaders

    Real cost savings, revenue growth, and profit increases from automation

    40%
    Cost Savings
    Reduction in accounting overhead costs
    50%
    Audit Time Saved
    Time saved during audits and reduction in audit fees
    90%
    Operational Efficiency
    Increase in efficiency from eliminating status meetings

    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

    The Savings Group logo

    "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

    GenTrust logo

    "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

    Start your transformation today

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