Month-end close,running itself
Reconciliation, document extraction and draft schedules across client books — confidential by duty, local by architecture.
Client financials under confidentiality duties stay in the building — and so does the audit trail.
The day, step by step
Each step names the tool and the model doing the work — all from the verified catalog.
- ContinuousDocling · local OCR + extraction
Document intake
Invoices, statements and receipts hit the watched folder from scans and email; OCR and field extraction run on arrival, filed per client.
- Dailyn8n + OpenClaw · Qwen3.5 122B
Reconciliation pass
Extracted lines matched against the ledger export; mismatches listed with both sides shown — never auto-corrected.
- Month-endOpenClaw · DeepSeek V4 Flash
Draft schedules
Working papers and draft schedules assembled from the reconciled data in the firm's templates.
- ReviewAnythingLLM · local retrieval
Partner queries answered
"Why is April's margin off?" answered from the firm's own documents, with the source cells cited.
The stack, pre-installed
- Docling OCR
- Qwen3.5 122B
- DeepSeek V4 Flash
- n8n
- OpenClaw
- AnythingLLM
The honest caveat
The machine reconciles and drafts; it never posts an entry. Accountancy judgement — and liability — stays with the accountant, which is exactly where your PI insurer wants it.
This arrives working — models loaded, agents wired, your team walked through it.
Configure yours