How Spaces helps
Your close checklist tracks who owns what and when it is due. Agents prepare the entries, reconciliations and commentary behind each task, with cited evidence.
Still manual today Checklists track completion. The supporting work and context usually live in spreadsheets, inboxes and chat.
Example Business day 2 of the October close: 3 tasks done, 2 drafted and waiting for review, 2 in progress and 1 waiting on intercompany.
Close tasks · October close · HoldCo SG
- Accrue unbilled cloud hosting Draft ready, 3 sources cited Done
- Reconcile SGD operating account Two reconciling items explained Done
- Intercompany confirmation, OpsCo HK Awaiting counterpart reply For approval
- Payroll accrual, TechCo IN Draft ready, owner review pending For approval
- Fixed asset additions review Invoice missing for one addition Needs review
Close status stays in your system of record
What the agent does
- Reads your close checklist and maps each task to the work it needs
- Prepares draft entries, reconciliations and commentary for each assigned task
- Pulls supporting context from Slack, Gmail, Drive and Sheets, with citations
- Routes prepared work to the owner for review before the task is marked complete
How it runs
- 01 Connect Reads close tasks, owners and due dates from your ERP or close tool, within your permissions.
- 02 Observe context Watches close channels, inboxes and shared folders for inputs to each open task.
- 03 Prepare work Drafts the entry, reconciliation or commentary and attaches cited evidence.
- 04 Owner approves The task owner reviews and approves. Close status stays in your system of record.
Tasks arrive prepared
Owners review drafted work instead of assembling it from scratch.
Support in one place
Each task links to the emails, files and messages behind it.
Your record stays authoritative
Close status, owners and sign-offs stay where you record them today.
- Can an agent mark a task complete on its own?
- No. Agents prepare and cite. A named owner reviews, a checker approves, and nothing completes without that approval.
- Which sources can the agent draw from?
- Your ERP, Slack, Gmail, Google Drive, Google Sheets, Notion and Jira, limited to what your permissions allow.
