Your Month-End Close —
Automated.

Variance commentary and board packs drafted from your actuals, in your voice, delivered in hours. Built on your existing stack. Kept reliable as models and tools change.

Book a 15-min intro callSee how it works

From $1,500 setup · $149–299/mo retainer · Async delivery

The problem

The close grind that never ends.

Before

  • 3–5 days chasing "why did we miss?" across spreadsheets and Slack threads
  • Variance commentary rewritten from scratch every month
  • Board pack assembled the night before
  • One client slips — your whole schedule collapses
  • Manual work that doesn't scale across your client portfolio

After TheForge

  • Actuals flow in automatically from your existing tools
  • Variance commentary drafted in your voice, ready to review in hours
  • Board pack generated, formatted, and waiting in your inbox
  • Same rigour, every close, across every client
  • Multiply your capacity without multiplying your hours

How it works

Three steps, then it runs itself.

Connect your stack

QuickBooks, NetSuite, Xero, or Google Sheets — wherever your actuals live. No migrations, no new systems. Setup takes days, not weeks.

We run the close for you

Every month: variance decomposition (price, volume, mix), commentary drafted in your voice, board pack assembled and delivered. You review and sign off.

It stays reliable

AI models change. APIs break. Prices shift. We monitor, alert, and keep your automations current — so you never silently fall behind.

Why it works

Save 3–5 Days Per Client Per Close

Turn your variance investigation from a multi-day grind into an afternoon of review. Multiply that across your client portfolio.

Consistent Quality, Every Month

Same analytical rigour, same narrative structure — regardless of how many clients are in close at the same time.

Built for How You Actually Work

Async delivery via Loom and Slack. No SLA hotlines. No new platforms to learn. Fixed scope, fixed price — your time protected.

Why clients stay

AI breaks quietly.

Models get deprecated. Prices change. Your client's numbers shift every month. We keep your finance automations running, monitored, and current — and every month we run your close-cycle automations and ship new finance blueprints as they emerge.

You never silently break. You never fall behind.

Retainer from $149/month after setup.

The engagement

Automated Close & Board-Reporting Setup

From $1,500/setup
  • Discovery (async via Loom + questionnaire)
  • Integration with your existing data sources (QuickBooks, NetSuite, Xero, Sheets)
  • Variance & narrative engine, tuned to your voice
  • Monthly board and management pack generator
  • Reliability layer: status dashboard, error alerts, audit trail
  • Handover Loom library — everything documented, nothing in your head

Then $149–299/month retainer — we run your close every month and keep everything current.

Book your intro call

Fixed scope. Async delivery. No SLA commitments.

FAQ