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Close and controls

A controller's discipline, built in.

Accruals recorded, open items resolved, every material balance supported by evidence — delivered as a finished package by business day 3, under rules and approvals you set.

Get your free close diagnosticHow it works
Close package · July
For approval
P&L, by entity and consolidated
Balance sheet, supported by evidence
IntercompanyMatched both sides
Approve and lock JulyApprove
The numbers are yours. So is the decision.

The benefits

The close arrives finished

Not a checklist someone still has to work through. Accruals booked, open items cleared, balances supported — by business day 3, every entity.

Rights, not trust

Prepare, review, approve, and view rights per financial area, with delegation and segregation of duties enforced by the system.

The calendar looks after itself

Period locks, sales-tax tracking and recurring filing tasks are prepared on schedule instead of remembered on deadline.

The controls

What stops AI-kept books from being a leap of faith

Every control a controller would insist on, applied to work the AI prepared.

Approval · journal batch
Segregation of duties
Preparedcruisr AI
ReviewedController
ApprovedOwner

No one holds two steps

ENFORCED, NOT REQUESTED

Prepare, review, approve, and view rights per financial area.

The month

How the close actually gets done

The month
02:14
Business day3

Every night

BOOKS BROUGHT CURRENT

Every day

EXCEPTIONS TO YOUR INBOX

Month-end

ACCRUALS AND ADJUSTMENTS

Business day 3

PACKAGE DELIVERED

There is no separate close screen

Closing the books is a set of scheduled tasks that land in the same inbox as everything else — which is why the close stops being an event you brace for.

Compliance runs on a calendar

Sales tax tracked per entity, remittances and filing tasks prepared on schedule with amounts tied back to the books. cruisr prepares them; sending them stays yours.

Exceptions, not status meetings

The queue shows what needs judgment and nothing else. Everything the rules already cover has been handled before you look.

One approval closes the month

The package lands complete — P&L by entity and consolidated, balance sheet supported by evidence, intercompany matched on both sides. You approve, and it locks.

The rest of the system

One system, not six tools

Controls are only worth as much as the books underneath them — the same rulebook governs every area below.

Available now

Bookkeeping

Your books, always current — confidence-labeled AI categorization, continuous bank reconciliation, documents read automatically, and writeback to QuickBooks or Xero.

Close and controls

You are here

A controller’s discipline, built in: policies with dry-run testing, approvals with segregation of duties, period locks, and an evidence trail on every entry.

Consolidation

All your businesses, one picture: automatic intercompany elimination, consolidated reporting, multi-currency, and a group view you can slice by entity, department, or project.

Coming soon

Planning and insights

soon

See forward, not just backward — budgets and forecasts, cash runway and treasury, AI variance commentary, and answers drawn from your own books.

Payments and spend

soon

From bill received to bill paid: bill pay with approval routing, duplicate and fraud flags, company cards, and procure-to-pay.

Receivables

soon

Get paid without chasing — invoicing with payments auto-applied, AI-driven collections, and revenue recognition.

FAQ

The objections we hear most

Handing your books to AI deserves scrutiny. Here’s what operators ask us first — answered plainly.

The AI does the bulk and shows its work — every number carries a confidence level and a record of its source, and nothing you rely on goes out unchecked. Most transactions post automatically overnight; anything the model isn’t confident about gets flagged and held for a person to decide. Where a number needs judgment, a person handles it before it reaches you.

Your data stays permissioned to your team, and cruisr’s agents act only within the rights you set — prepare, review, approve, view — enforced by a segregation-of-duties matrix and dollar-threshold approvals. Period locks stop changes to closed periods, and every entry carries its source document and a full change history. We handle financial and personal data in line with Quebec’s Law 25. Formal attestations such as SOC 2 are in progress.

Keep them or don’t — cruisr delivers the close either way. Most customers find the grind is simply done, and their accountant moves from data entry to advice. If you’ve got internal people on it, they stop keying transactions and get their time back for the judgment work you actually hired them for.

No. cruisr runs on top of the QuickBooks or Xero you already use — nothing gets ripped out, no migration project. It keeps its own authoritative books and writes back to your system, so you get one live source of truth instead of a ledger you update by hand.

Your QuickBooks or Xero stays in your name, under your admin, the whole time — we work inside your files, we never hold them hostage. If you want out, it’s month-to-month — cancel anytime, no long-term contract — and you get a full handover package with everything current and reconciled. No reconstruction project, no scramble to get your own data back.

Right now, we run it for you — that’s the point: you get the close done without staffing it or learning another system. A self-serve version you operate yourself is coming — email us and we’ll bring you in when it’s ready. Most operators don’t want one more system to run — they want the numbers done, which is what we deliver today.

See the state of your books in 48 hours.

Free, on your own QuickBooks or Xero, delivered in a 30-minute readout.

Get your free diagnostic →How it works

No obligation · No migration · Nothing installed · No credit card required