Instant clarity for month-end close. No more hunting for answers.

Overview

Every controller knows the feeling. It is day three of month-end close, and someone asks a familiar question: "What is blocking us from closing?" The answer always exists somewhere across approval queues, email threads, shared drives, and spreadsheets. Finding it is the hard part.

For most finance teams, achieving close visibility requires detective work. It means tracing journal entries, polling team members on Slack, reconciling competing trackers, and piecing together a narrative from systems that do not talk to each other.

The close process should not require an archaeological expedition. With the right architecture, it becomes a conversation.

The Close Visibility Problem

Modern finance organizations generate large amounts of operational data. This includes journal entries, approvals, reconciliations, variance explanations, supporting documentation, commentary threads, and audit history. The challenge is not the volume of information but its accessibility.

The information is scattered across ERPs, shared drives, collaboration tools, email, and institutional knowledge. When leadership asks why October has not closed, the blocker usually is not a missing datapoint. It is the friction required to surface it in time to take action.

A New Approach: Retrieval Augmented Finance Workflows

View introduces a new layer to the financial close: real-time, contextual answers drawn from all relevant systems inside your environment.

Instead of returning search results, View interprets the intent of a question and synthesizes the information needed to answer it accurately.

Ask:

• "What entries are blocking the October close?"
  View identifies pending approvals, traces journal entry status, and highlights delays.

• "Who is the bottleneck in the workflow?"
  View surfaces approval chains and shows exactly where entries are queued.

• "What changed in this revenue adjustment?"
  View retrieves the supporting discussion, the adjustment rationale, and the related history.

This shifts finance teams from reactive searching to proactive visibility.

See the Demo

🎥 Watch how View transforms close visibility in real time:

From Manual Hunting to Process Intelligence

As teams expand their use of AI beyond single questions, a more powerful pattern emerges. Finance teams begin using AI as a process intelligence layer across the close cycle.

Queries like:

• "Which entries have been escalated?"

• "Where are we deviating from the close checklist?"

• "What preliminary risks should we surface for audit?"

These questions reveal insights that typically require work across multiple systems, threads, and collaboration channels.

Security and Control Come First

Financial data is among the most sensitive information inside an organization. View's private AI architecture ensures that all analysis happens inside your environment. Your journal entries, approval histories, and documentation remain fully under your control.

This avoids lengthy migrations, reduces deployment friction, and ensures compliance with internal controls and external regulations. The AI comes to your data, not the other way around.

The Path Forward

The teams that achieve the fastest close in 2025 will not necessarily have the newest ERP or the largest teams. They will be the ones who eliminate the friction between questions and answers.

When every team member can instantly understand what is blocking progress, who needs to act, and why decisions were made, the close accelerates naturally. Not through heroics, but through clarity.

The close process does not need to be an archaeological effort. With the right AI architecture, it becomes a conversation.

Explore how View brings real-time visibility to financial operations without compromising security or control.

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