Run Close, Finance Ops & Compliance on one platform.

Close Automation, Finance Operation, Audit & SOX Compliance, sharing one record of every transaction across all data sources.

wXCt7JeE0AjdwAAAABJRU5ErkJggg== CloseOperationsCompliance FY26 · October
Close progress
72%
Ready for review
9
Controls passing
46/48
TaskEntityOwnerStatus
Bank reconciliation – ChaseUS Inc.AgentPrepared
Intercompany eliminationsUK Ltd.AgentPrepared
Deferred revenue roll-forwardUS Inc.R. MitchellReview
Accrued expenses JEIL Ltd.AgentPrepared
Flux analysis – OpExConsolidatedAgentRunning
Control 4.2 – JE approvalConsolidatedAgentPassed
Trusted by finance teams at Wiz Aidoc SentinelOne monday.com and more

One suite for the office of the CFO.

Three products that share one record of every transaction. Deploy one, and the next is already connected.

Safebooks

Close Automation

Reconciliations, journal entries, flux analysis and workpapers prepared from source data, ready for your team to review and approve.

Explore Close Automation
wXCt7JeE0AjdwAAAABJRU5ErkJggg==Safebooks / Close AutomationDay 3 of 5
October close
Close progress
72%
Ready for review
9
Entities
14
Bank reconciliationsPrepared by agent
Accrual entriesPrepared by agent
Flux analysisPrepared by agent
Revenue tie-outAgent working
9 items prepared by agents · ready for controller review
Safebooks

Finance Operations

Cash application, invoice matching and system-to-system reconciliation running daily, so breaks are caught before they reach the ledger.

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wXCt7JeE0AjdwAAAABJRU5ErkJggg==Safebooks / Finance OperationsOct 5–9
Operations
Matched
96%
Agents running
4
Open items
1
Cash application137 of 142
Invoice reconciliation1 to review
CRM to ERPNo breaks
Payroll to GLReconciled
4 agents running · 1 item needs review
Safebooks

Audit & SOX Compliance

SOX controls tested continuously, policy violations flagged as they happen, and evidence your auditor can follow back to source.

Explore Audit & SOX Compliance
wXCt7JeE0AjdwAAAABJRU5ErkJggg==Safebooks / Audit & SOX ComplianceReady for audit
Q3 control testing
Controls
48
Passing
46
Evidence files
1,912
Controls tested48
Passed46
Remediated2
Segregation of dutiesNo conflicts
1,912 evidence files linked to source
×20
Team efficiency
−75%
Time to close
100%
Transaction level audit trail
24/7
Anomaly detection

Built on the Financial Data Graph™.

A live map of your finances. Every contract, invoice, payment and journal entry, linked across your systems and traced to its source.

No data warehouse project
No rip and replace
Live within 2–4 weeks
01
Connect

Every source system and document, from ERP to bank statements to contracts.

02
Link

Records matched at the transaction level, so one deal, invoice and payment read as one story.

03
Automate

Agents run the close, operations and controls on that record, with every step traceable.

Bring us your messiest
manual finance process.

See how Safebooks automates it across your existing systems, with your team reviewing exceptions.

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