SKILL · FINANCE

Close the books while you sleep.

Bacumen's Finance Skill reconciles transactions, categorizes journal entries, and routes approvals across QuickBooks, NetSuite, Sage Intacct, and Xero.

See the workflow ↓

5×

Faster month-end close

Core integrations

99.3%

Transaction auto-categorization

The workflow · 6 steps · 2 terminals

One instruction. One auditable trace.

Every step runs on the Bacumen Runtime — policy-checked, tool- scoped, and explainable. The output on the right is the artifact the agent hands back.

✓Auto-post

↗Controller review

JOURNAL ENTRY · CREATED NOW

writing

Account

Memo

Debit

Credit

6150 · SaaS

Datadog — Nov

$9,420

6150 · SaaS

Segment — Nov

$3,180

6410 · Hosting

AWS — Nov

$61,204

1020 · Cash

BoA #4421

$73,804

Integrations

Speaks to the tools your team already runs.

Accounting

QuickBooks
NetSuite
Sage Intacct
Xero

Bank data

Plaid
Finicity

Expense

Brex
Ramp
Expensify

Before Bacumen

10-day close, engineering still in reconciliation
3 FTEs chasing vendor exceptions
6% re-classifications after audit
Opaque audit trail of Slack and email

With the Finance Skill

2-day close with live dashboard
0.5 FTE oversight for anomalies only
< 1% re-classifications
Every JE cites source + policy applied

Policy pack

Policy-as-code, editable by compliance.

Every Skill ships with a default policy pack. Your compliance team edits YAML; the runtime versions it, tests it, and enforces it on every decision.

# finance/policies/close.yaml
version: 1.7.0
owner: controller

auto_post_if:
  amount_under: 5000
  vendor_known: true
  duplicate_score_below: 0.15

escalate_if:
  any_of:
    - amount_over: 25000
    - vendor_new: true
    - gl_confidence_below: 0.9

approvers:
  ap:     [controller, cfo]
  accrual:[controller]
  fx:     [treasurer, cfo]

Outcome meter

Proof, not vibes.

Minutes saved

4,812

Decisions drafted

1,204

Escalation rate

12.4%

Auto-resolved

87.6%

Decisions / day

Recent traces

bcm-finance-7f2a1c · 2s ago · drafted · auto
bcm-finance-3d71fa · 14s ago · drafted · hitl
bcm-finance-a194e2 · 42s ago · drafted · auto
bcm-finance-11b7e3 · 1m ago · drafted · auto

Activate Finance on your stack.

A 20-minute working session against your real cases.