Synthetic product · Accounting firms · Human review
Close Loop
Make month-end exceptions visible before close day.
A client-document queue that separates missing evidence, open questions, ownership, and reviewer-ready work.
No client records, tax documents, credentials, or accounting decisions.
Interactive synthetic queue
See what a preparer and reviewer can share.
Close queue
Ridgeway DentalPayroll detail missing
Missing documentNorthline StudioTwo expenses need classification
Open questionMaple HVACStatement matched, reviewer can inspect
Ready for reviewClose controls
0 of 3 reviewed
Synthetic action only. No records leave the page.Product boundary
Make chasing visible, then keep judgment with the accounting team.
This concept organizes requests and review. It is not tax advice, an audit opinion, or an autonomous accounting system.