CP-02 · Controls & platform

Agent console Agent help for this month's close, in one console

Every agent and its review queue in one place, so the controller works through a single approval list.

How Spaces helps

Agents prepare accruals, reconciliations, flux commentary and intercompany follow-ups for the current close. The controller works through one approval queue.

Still manual today ERP vendors' own close agents are still rolling out, and teams need help with today's close.

Example 26 items waiting for approval across four agents: 12 accrual proposals, 4 reconciliations for certification, 7 counterparts chased and 3 flux drafts.

Agent activity · October close
  • Accrual agent 12 proposals, 9 approved Done
  • Reconciliation agent 34 accounts prepared Done
  • Flux commentary agent Draft pack awaiting review For approval
  • Intercompany agent 3 follow-ups outstanding For approval
  • Investigation agent 1 flag escalated Needs review

All outputs pass maker-checker approval

What the agent does

  • Prepares accruals, reconciliations, flux commentary and intercompany follow-ups now
  • Works within your ERP permissions without changing its configuration
  • Applies maker-checker approval to every agent-prepared output
  • Can run alongside your ERP vendor's own agents as they arrive

How it runs

  1. 01 Connect Connects to your ERP, Slack, Gmail, Drive, Notion and Jira with scoped permissions.
  2. 02 Learn your close Observes your close calendar, policies and recurring decisions.
  3. 03 Prepare work Agents draft close work with cited evidence for each task.
  4. 04 Approve and post Reviewers approve, and approved work is recorded in your ERP.
Help this close

Agents prepare work for the current period.

Complements your ERP roadmap

Designed to run alongside your vendor's own agents.

Same controls throughout

Maker-checker approval applies to every output.

Do we need to reconfigure our ERP?
No. Agents connect through your ERP's APIs or MCP and follow existing permissions.
What controls apply to agent output?
Every output is cited and goes through maker-checker approval before it posts.

Start with use case #1

Reconcile last month, side by side with your team.

Pick one entity. Connect your ERP and payment portals. See how many lines the agents match before you change anything.