Month-end close and reconciliation agents

An agent that matches bank lines to invoices, prepares recurring entries and runs the close checklist, with your controller approving every entry.

A month-end close agent matches bank lines to invoices, prepares recurring entries and runs the close checklist, while your controller approves every entry before it posts. Vikrama Studio builds it on your ledger and bank data, tests it on a held-out month, and runs a pilot on one live close in six to eight weeks from $20,000.

Key facts

Starting price
From $20,000SRC · Vikrama Studio price list · 2026-09
Timeline
Audit 2 weeks, then a 6 to 8 weeks pilot.SRC · Vikrama Studio method · 2026-09
Approval
Your controller clears exceptions and approves every entry.SRC · Vikrama Studio method · 2026-09
Lead engineer on every build
Sandeep Kumar, Co-founder and CTO.SRC · Vikrama Studio · 2026-09

What it is

Month-end close agent

A month-end close agent is an AI agent that matches bank lines to invoices, prepares recurring entries and works through the close checklist. Every entry it prepares stays in draft until your controller approves it.

What the agent does

  • Matches bank lines to open invoices and bills.
  • Proposes splits for partial payments.
  • Prepares recurring and accrual entries in draft.
  • Checks the close against your checklist and lists what is missing, with the owner.
  • Flags every exception with a reason for the controller.

Inputs and outputs

Agent / spec

Month-end close and reconciliation agents

Purpose
An agent that matches bank lines to invoices, prepares recurring entries and runs the close checklist, with your controller approving every entry.
Inputs
Bank feed or statements · AR and AP ledgers · Trial balance · Accrual schedules
Output
A matched set, draft entries and a close status board.
Approval
Your controller clears exceptions and approves every entry.
Eval
Auto-match rate and false-match rate on a held-out month; days to close.

Approval design

The controller sees each proposed match and entry with its evidence, and nothing posts until they approve it. We design this step with your controller in the audit, before the agent is built.

Timeline and starting price

Timeline and starting price
StepTimelineFrom
Audit2 weeks$5,000
Build6 to 8 weeks$20,000
OngoingMonthlyRun retainer from $5,000 a month

Pricing for India-registered companies is quoted in INR on request.

Where it applies

The finance agents on a real close, with revenue values blurred.

Finance operating system, anonymised →

Questions

Does the agent post entries itself?
No. Entries stay in draft until your controller approves them.
Which accounting systems does it work with?
Anything with an API or a clean export, including NetSuite, QuickBooks, Xero, Zoho Books, Tally, SAP Business One and Dynamics 365.
How do we know it matches correctly?
We measure auto-match and false-match rates on a month the agent never saw, and you see those numbers before the live close.
How long does a pilot take?
Six to eight weeks after a two-week audit, ending with one live close run with the approval step on.

Talk

Talk to Sandeep, or message us.

Hours
IST 10:00 to 19:00, Monday to Saturday. Calls in ET, GST and AEST, arranged on WhatsApp.
Where we work
Gurugram, with call hours in ET, GST and AEST.
Free written teardown
No call. Delivered in writing in 48 hours.
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