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The close
9 logged filing passages from 9 companies name the month-end, quarter-end or financial close, reconciliations, journal entries and the general ledger, filed 2026-02-06 to 2026-08-14.
Entries, by filing date9
DISCLOSURE
OLB Group says it is building AI agents for invoices, reconciliation and the close
sec.gov 10-Q, Item 2, MD&A, filed 2026-08-14
DISCLOSURE
Paylocity describes AI accounts payable automation from onboarding to reconciliation
sec.gov 10-K, Item 1, Business, filed 2026-08-05
8-K
BlackLine ties its financial close business to agentic AI in an 8-K
sec.gov 8-K, filed 2026-05-05
8-K
Teamshares slide in a Live Oak Acquisition V filing lists AI for AP reconciliation and revenue forecasting
sec.gov 8-K/A, filed 2026-04-28
DISCLOSURE
Navan describes its expense management platform, including expense reconciliation, as AI-powered
sec.gov 10-K, filed 2026-04-02
DISCLOSURE
Global Business Travel says AI supports revenue assurance and contract reconciliation in its finance work
sec.gov 10-K, Item 1, Business, filed 2026-03-09
DISCLOSURE
Workday says AI agents for finance processes including the close are due in fiscal 2027
sec.gov 10-K, Item 1, Business, filed 2026-03-06
8-K
Clearwater Analytics says its AI agents speed close cycles by 50%
sec.gov 8-K, filed 2026-02-18
RISK FACTOR
BILL describes AI agents for W-9 collection, reconciliation and invoice coding
sec.gov 10-Q, Item 1A, Risk Factors, filed 2026-02-06