Tax & Finance

Close cycles spike, the calendar never moves.

Deadline-bound, unforgiving on accuracy — and every period the same crunch. We automate reconciliation, document handling, and filing prep so your team reviews instead of rekeys.

Book Executive StudyDiscovery Call
Common use cases

Where teams in your sector start.

Reconciliation

Accounts matched and exceptions surfaced automatically, every cycle, with a full trail.

Document intake

Statements and source docs ingested, classified, and filed without manual sorting.

Filing prep

Returns and filings assembled to a checklist, ready for a reviewer to sign off.

Deadline tracking

Obligations tracked and escalated before they slip, never after.

How STAR applies

Our method, on a finance team.

SStudy

We map the close: where rekeying, matching, and chasing eat the days before a deadline.

TThink

We design the automation with accuracy guardrails and a reviewer in the loop.

AAct

We deploy into your ledger and document stack; agents handle prep, people approve.

RRefine

We tighten rules each cycle as edge cases surface, shrinking the crunch every period.

Workflow mock

Month-end reconciliation, before and after.

Before · manual
Statements arrivesystem
Analyst exports and matchesperson
Investigates each breakperson
Compiles the close packperson
≈ 4 handoffs · days of close
Automate
After · agent-run
Agent matches, flags breaksagent
Drafts the close packagent
Reviewer approves exceptionsperson
1 review pass · hours, not days
Case study · Tax & FinanceA finance team cut its close from nine days to three

Agents handled matching and pack assembly; the controller reviewed only flagged breaks.

Read the case study →
61%faster month-end close, with accuracy held on every account.
Controllernamed on case study
Related solutions

The pillars that do the most for finance.

Pillar 02

Workflow Automation

Automate reconciliation and the close pack end to end.

Pillar 03

AI Agents

Handle document intake and filing prep with a reviewer in the loop.

Pillar 04

Executive Intelligence

Live close-progress and accuracy dashboards.

Related industries

Operators in nearby sectors.

Legal & Compliance

See how we automate high-stakes review with a full audit trail.

Professional Services

See how we automate client onboarding and engagement triage.

Operations Teams

See how we automate the recurring syncs and reporting around the close.

Start with the study

See how much of the close an agent can take on.

The Executive Study maps your close and shows where automation returns the most — or start with a Discovery Call.

Book Executive StudyDiscovery Call