Financial Close Software
Close the books in 4 days,
not 12.
EPM Lite is the agentic FP&A platform built for finance teams tired of an 11-day close. Continuous connectors, an AI agent that drafts variance commentary, and a 9-dimension cube replace the spreadsheet sprawl.
4 days
Close cycle (vs 12 industry average)
90 min
Variance pack (vs 40 hours)
35+
AI agent tools covering 99% of manual actions
15
Forecast algorithms compared side-by-side
Where the speed comes from
Most close-cycle pain isn't the journal entries. It's the 7 days of human reconciliation either side. EPM Lite collapses each layer.
Continuous reconciliation, not month-end sprint
Connectors run on schedule, not on a deadline. Trial balance lands in the cube on day 1 of close, not day 5. Reconciliation lives in queryable tables, not a Slack thread.
Agent drafts variance commentary
Top movers ranked by financial impact, not raw %. Paragraph-style commentary auto-drafted from the cube. CFO edits, doesn't write from scratch. The 40-hour board pack collapses to 90 minutes.
Audit trail replaces version control
Every change has a who, when, before-after JSON, and reason. There's no 'wait, who changed the COGS assumption?' — it's a query. Pre-IPO ready on day one.
P&L · Balance Sheet · Cash Flow with full hierarchy
Drill from rollups (TOTAL_PL, TOTAL_BS, TOTAL_CF) to leaves. Multi-currency, multi-entity. CSV / Excel / PDF export from any view. Variance vs budget on every line.
Versus the alternatives
| Tool | Typical close | Time-to-live | Starting price |
|---|---|---|---|
| EPM Lite | 4 days | Hours, not months | $99 / mo |
| Excel + BI stack | 11–14 days | Already running (sort of) | $0 + soul |
| Anaplan | 5–7 days | 6–9 months | $150k+ / yr |
| Workday Adaptive | 5–8 days | 3–6 months | $50k+ / yr |
| Oracle EPM | 7–9 days | 9–12 months | $200k+ / yr |
| Vena | 6–9 days | 3–5 months | $25k+ / yr |
Approximate ranges from public reviews + sales data. Your mileage will vary.
Common questions
What is financial close software?▾
Financial close software automates the month-end and quarter-end close — pulling trial balance from your ERP, reconciling across entities, generating P&L / Balance Sheet / Cash Flow, and assembling the variance pack for the board. EPM Lite adds an agentic AI layer that drafts variance commentary, runs forecasts, and answers plain-English questions about the cube — cutting an 11-day close to 4.
How can I close my books faster?▾
The 11-day close has three bottlenecks: (1) waiting for trial balance and reconciliation, (2) building the variance pack from scratch every period, (3) hand-writing commentary on the top movers. EPM Lite collapses each: continuous connectors land trial balance on day one, the agent ranks top movers by financial impact and drafts the commentary, and the audit trail replaces the 'who changed what' Slack thread. Result: 4-day close cycle, 90-minute variance pack.
Is EPM Lite an alternative to Anaplan, Adaptive, or Oracle EPM?▾
Yes — EPM Lite is built for finance teams that want the planning + close + reporting capability of Anaplan or Workday Adaptive Planning without the $150k+ ACV and 6-month rollout. Implementation is days, not months. Pricing starts at $99/mo. Side-by-side comparisons available at /vs/anaplan, /vs/adaptive, and /vs/excel.
Does it integrate with NetSuite or QuickBooks?▾
Today: REST APIs, SFTP, Excel, and CSV connectors are production-ready. Native NetSuite and QuickBooks connectors are on the near-term roadmap (see /roadmap). Until those ship, NetSuite and QuickBooks customers connect via REST or scheduled CSV exports.
How long does setup take?▾
Hours, not months. Connect your trial balance (REST, SFTP, Excel, or CSV — or just paste it in), and the 9-dimension cube absorbs it. Most teams have a working Executive Summary the same day. A full driver-based plan with custom formulas is typically a 2-week onboarding with our team.
Is the AI agent safe? Can it auto-write to my financial data?▾
No auto-writes. Every chat-driven mutation produces a draft that the user must Post to commit. The backend re-validates the draft on commit. Audit trail captures actor, timestamp, and full before/after JSON for every change. The LLM never writes to the database directly — every tool call is server-side authenticated.
See it on your real numbers.
15-minute walkthrough on your trial balance. No slides, no sales script.