Synthetic product · Accounting and bookkeeping firms
Close Loop
Make month-end exceptions visible before close day.
A client-document workflow that shows what arrived, what is missing, who owns the next question, and what can safely move toward review.
Synthetic workflow only. No client records, tax documents, credentials, or financial decisions.
Product boundary
Turn document chasing into a visible, reviewable queue.
This concept organizes requests and review. It is not tax advice, an audit opinion, or an autonomous accounting system.