Month-end close automation
We map your close checklist and turn each step into a workflow with clear owners, so the close runs on a schedule instead of from memory.
Rillet
Close automation
Accounting should be easy and a few clicks away.
At Truen Financial we take messy manual processes and make them run themselves. With Rillet, Stripe, Ramp, Brex and a few AI agents, we turn one-off close tasks into workflows that work the same way every month.
Month-end, on repeat
- 1Pull Stripe invoices & paymentsauto
- 2Sync Ramp & Brex card spendauto
- 3Reconcile to the Rillet GLauto
- 4Flag exceptions for reviewAI agent
- 5Post entries & close the period1 click
Automation stackRilletStripeRampBrexAI agents
Books we work inQuickBooks OnlineXeroNetSuiteRillet
Services
We turn manual close work into repeatable workflows
Every task we take on is built to run the same way next month, and the month after that.
Billing, AR & revenue
Invoices, payments and collections flow from Stripe into your books automatically, with reconciliations that tie out every month.
Stripe → Rillet
Spend & card management
Card transactions, receipts and coding from Ramp and Brex land in the GL cleanly, so spend is categorized before the close starts.
Ramp · Brex
AI agents for recurring tasks
AI agents handle the repetitive pieces, like reconciliations, workpapers and exception reviews, and hand off to a person when judgment is needed.
Workflows that run themselves
Bookkeeping that's automation-ready
Monthly bookkeeping in QuickBooks Online, Xero, NetSuite or Rillet. We keep the books clean and structured so your close can be automated later, or run it for you once it is.
QuickBooks Online · Xero · NetSuite · Rillet
How it works
From one-off tasks to a close that runs itself
01
Map the mess
We walk through how your close works today: the spreadsheets, the manual exports, the steps only one person knows. If your books aren't current, we catch them up first.
02
Build the workflow
We connect Rillet, Stripe, Ramp and Brex and set up AI agents so each task follows the same steps every time.
03
Run it every month
Your close runs on repeat. You review exceptions and approve, a few clicks instead of a few days.
Faster close
Less time spent re-doing the same work each month.
Cleaner data
Systems stay in sync, so numbers tie out the first time.
Fewer headaches
No more one-off fixes or knowledge stuck in one person's head.
About
More about Truen Financial
See the workflows we build and the experience behind them.
What clients say
Client testimonials coming soon.
Contact
Ready to stop doing the close by hand?
Tell us how your month-end works today. Whether you need the books done or the close automated, we'll show you what can run on its own.
hello@truenfinancial.com