Book a demo Sign up

Project management for finance teams: close faster, plan sharper.

Run the close, budgets and approvals in Kroolo Work. Ask across ledgers, policies, contracts and board packs in Kroolo Search, with permissions enforced at retrieval and every answer cited.

Close managementFP&A insightCited answers
Ask KrooloKroolo Search
Why is cloud spend 14% over budget this quarter?
Answer
Cloud spend is 14% over, driven by two new analytics workloads and unreserved compute 1. Finance approved the budget increase for one of them in August 2.
1Q3 budget vs actuals2Budget approvals log
October month-end closeKroolo Work
Bank reconciliations
Done
Accruals and prepayments
In review
Intercompany eliminations
Waiting on entity
The problem

The close runs on spreadsheets and chasing.

8-10
business days is the typical time finance teams take to close the books.
Consero, cited by Orb · month-end close statistics
7%
of companies close in under three days.
Consero 2025 Finance Leaders Survey
30%
of work time is spent searching for information.
Today · scattered
Close tasks
Variance answers
Approvals
Forecasts
Access
With Kroolo · one workspace
Close tasksA close project with owners, due dates and status
Variance answersAsk in plain language, get a cited answer
ApprovalsRouted to named approvers with a record
ForecastsLive dashboards from connected data
AccessEnforced at retrieval, before AI sees anything
The platform

One platform runs the work. One finds the answers.

Kroolo Work
Plan, execute and deliver
Sprint progress
Month-end and year-end close
Budget requests
Forms and approvals
Dashboards
Timesheets and billing
One set of
permissions
Kroolo Search
Ask anything, then act on it
What is blocking this quarter?
3 sourcesCitedPermission-aware
Ask in plain language
Cited answers
Permissions before AI
50+ connectors
Action agents
Use cases

Where Kroolo goes to work.

Six workflows finance teams run on Kroolo Work and Kroolo Search.

Financial close
Turn the close checklist into a live project

Upload last month's close checklist and Kroolo turns it into a project with owners, due dates and dependencies, so everyone sees what is blocking the close.

Checklist to project: AI creates tasks for reconciliations, accruals and eliminations.
Dependencies: Downstream steps wait until their inputs are signed off.
Automations: Remind owners and escalate overdue tasks without manual follow-up.
October closeLive
Tasks
48
In review
9
Blocked
2
Bank reconciliations
Done
Accruals
In review
Intercompany
Blocked
AI agents

Meet your new finance AI team.

Use pre-built agents or build your own with the no-code agent builder. Each one works inside your permissions.

Close agent

Tracks every close task and chases owners before the deadline.

Chased 6 owners this morning
Variance agent

Explains budget variances with citations from your workbooks.

Explained 11 variances this week
Approvals agent

Routes spend requests and flags anything outside policy.

Flagged 2 requests over limit
Reporting agent

Drafts the weekly finance status from live data.

Draft ready for review
Meet the agents
Roles

Built for every finance role.

From the CFO to the accounts payable clerk.

Leadership
One view of cash, risk and commitments

See the close, budgets, approvals and risks across the company without waiting for a pack.

Executive dashboards: Budget, forecast and risk status in one place.
AI summaries: Ask Kroolo to "Summarize where we are on the Q3 close".
Finance OKRs: Track progress against close, cost and forecast goals.
Finance overviewLive
Open close tasks
18
Approvals waiting
6
Risks
2
Q3 close
On track
FY27 budget
In review
Audit evidence
Behind
Integrations

Connects to the tools your finance team already runs on.

50+ native integrations across file storage, data platforms, communication and ticketing.

Google SheetsSharePointGoogle DriveSnowflakePower BITableauSalesforceSlackMicrosoft TeamsOutlookDocuSignJiraGoogle SheetsSharePointGoogle DriveSnowflakePower BITableauSalesforceSlackMicrosoft TeamsOutlookDocuSignJira
See all integrations
Security and governance

Secure by design. Governed by default.

Your proprietary data stays your own. Agents operate within your workspace permissions, and every action is traceable.

ACL before AI

Permissions are enforced at retrieval, so people only get answers from what they already have access to.

No training on your data

Your content is never used to train models. Tenants are isolated.

Cited and auditable

Every answer shows its sources, and activity is audited by default.

Deploy where you need it

Run on AWS, Azure, GCP or on-prem, with SSO through Azure or Google.

SOC 2ISO 27001GDPRNIST AI RMFISO/IEC 42001EU AI Act
Read the Responsible AI Framework

FAQs on Kroolo for Finance Teams

Can Kroolo answer finance questions without exposing sensitive files?
Yes. Kroolo Search enforces access control lists and role-based access at retrieval, so the AI only sees what the person asking is already allowed to see. Answers cite their sources.
Is our financial data used to train models?
No. Your content is not used to train models, and each tenant is isolated.
Where can Kroolo run?
Kroolo cloud runs on AWS, with US East as the primary region. You can also run it on Azure, GCP or on-prem, with SSO through Azure or Google.
Can we run the month-end close in Kroolo Work?
Yes. Turn your close checklist into a project with owners, due dates, dependencies and approvals, then track it on a dashboard.
Can we bring our own model?
Yes. Kroolo supports bring-your-own-model and key, and routes between Claude, Gemini and GPT.

Close the books, not the loop.

Give finance one workspace for the plan, the close and the evidence.

Explore

Solutions for other teams