Close Review
Your team runs the close. I review it before it goes out.
$1,250/mo
- Review of your monthly reconciliations
- Journal entry and cutoff checks
- Review notes with suggested fixes
- Monthly 30-minute review call
AI-assisted close · Controller-reviewed
Close your books in 5 days, not 15.
I help small businesses automate month-end close with AI and NetSuite. The bots handle the repetitive work. An experienced controller reviews every reconciliation, entry and number before it reaches you.
Flat monthly fees
No long-term contract
Based in Connecticut
Month-end close Example client
- Bank & card reconciliationsAutomated
- Accrual & prepaid JE draftsAutomated
- Flux commentaryAI draft
- Controller sign-offHuman
The problem
Month-end shouldn't take half the month.
Most small finance teams are stuck doing the same manual work every close, with little time left to actually understand the numbers.
Late closes
Financials land weeks after month-end, so decisions get made on stale numbers.
Manual recs & spreadsheets
Reconciliations and journal entries live in fragile spreadsheets that one person understands.
No time for analysis
By the time the books are closed, there's no time left to explain what changed and why.
How it works
Three steps to a faster, cleaner close.
We start by understanding your current close, then automate the parts that don't need a human, and keep a controller on everything that does.
1
Close Automation Audit
I map your current close, task by task, and identify what can be automated, what needs cleanup, and where the time goes.
- Close calendar
- Process map
- Roadmap
2
Build the automations
I set up AI and NetSuite workflows for the repetitive work, tested against your real data before going live.
- Reconciliations
- JE drafts
- Flux commentary
3
Monthly close, reviewed
Each month the automations run and a controller reviews every output, so you get a reliable close you can sign off on.
- Controller review
- Close package
- Variance notes
Packages
Simple, flat pricing.
Pick the level of support that fits your team. Most clients start with the Close Automation Audit.
Managed Close
I run your month-end close, end to end.
$2,500/mo
- Full close run on an automated calendar
- Automated recs and journal entry drafts
- Monthly financials with flux commentary
- Controller review and sign-off
Fractional Controller
The close, plus reporting, forecasting and advice.
$4,000/mo
- Everything in Managed Close
- Management reporting and KPIs
- Budgeting and rolling cash forecast
- Ongoing advisory for owners
Close Automation Audit
A full review of your close with a prioritized automation roadmap.
$1,500one-time
NetSuite + AI help
Saved searches, workflows, reports and AI setup, as needed.
$125–150per hour
Flat monthly fees. No long-term contract.
Why Books & Bots
Automation you can trust, run by a controller.
I'm Steve, a working financial controller. I built Books & Bots to give small businesses the close process larger companies have.
Hands-on controller experience
I run month-end close myself. Your books get the same rigor: real reconciliations, clean cutoffs and documented support.
NetSuite power user
Saved searches, workflows, reconciliations and reporting. I know where NetSuite saves time and where it gets in the way.
AI automation, human review
AI drafts the recs, entries and commentary. A person checks every one before anything is posted or reported.
Data security first
You create my logins, with MFA turned on. No shared passwords, and access you can review or revoke at any time.
See it in action
A close, start to finish.
Demo coming soon
A short walkthrough of an automated, controller-reviewed close.
Contact
Let's talk about your close.
Book a 20-minute call. We'll look at how your close runs today and whether automation makes sense for you. No pressure, no pitch deck.