AI for month-end reconciliation — so your finance team closes on time, every time

Things change when Brim handles the month-end reconciliation

1. ‍Every system. One reconciliation: Brim pulls data from every source your finance team runs on, Xero, QuickBooks, Sage, NetSuite, Excel, Salesforce, Stripe, and reconciles across all of them simultaneously.
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2. Exceptions only. Not everything: Rather than your team comparing records line by line, Brim does the matching continuously and surfaces only the genuine exceptions. Your team reviews what needs a decision, nothing else.
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3. Month-end closes on time: With reconciliation running throughout the month, your team walks into close with the work already done. No scramble. No late nights. Just a clean close, ready to approve.

How month-end reconciliation works today — and with Brim

Today, month-end reconciliation starts with a data problem. Someone on the finance team spends hours pulling exports from every system, Xero, NetSuite, Excel, Salesforce, Stripe, and consolidating them into a spreadsheet. Then the matching begins: transaction by transaction, line by line, manually. When something doesn't match, they investigate, chase the relevant team, wait for a response, and start again. By the time exceptions are resolved, approvals chased, and the close report compiled, days have passed, often under significant pressure.

With Brim, the data is already there. Brim connects to every system your finance team uses and pulls data continuously, not just at month-end. When close begins, the matching has already been running. Brim has already flagged the genuine exceptions, attached full context to each one, and routed them to the right person for resolution. What remains for your team is a clean reconciliation with a short list of items that actually require human judgment.

Reconciliation that used to take three to five days now takes hours. Your team owns the sign-off — not the spreadsheet.

How to set up month-end reconciliation in Brim — and see the first result this week

1. Gets going fast: The moment Brim connects to your finance tools, it identifies every unreconciled transaction across every system, where the discrepancies sit, and what is at risk of not closing on time.
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2. Transactions matched and exceptions routed, without your team touching them: Brim pulls data from every connected system, matches transactions to your standard, and routes genuine exceptions to the right person with full context attached. Returned ready to review. Not started. Done.
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3. Your team approves. Brim handles everything else. Every reconciliation is reviewable before the close moves. Set the standard once — Brim never deviates. The longer it runs, the sharper it gets at identifying real exceptions versus noise, compounding intelligence that stays inside your business.