Kognitos AI for Finance webinar series · Live · May 6, 2026 · 10 AM PT
How to Use Claude for Month-End Close: AI for Finance, May 6, 2026. Plug Kognitos into Claude. Your close becomes faster, precise, and audit-ready.

How to Use Claude for Month-End Close: AI for Finance

Plug Kognitos into Claude. Your month-end close becomes faster, precise, and audit-ready. No change to how your team works.

We will run three live close workflows end-to-end through Claude: reconciliation, variance analysis, and exception routing. Every step governed by Kognitos MCP, every decision logged and defensible.

Save My Seat — Free

Free to attend. Recording sent to all registrants the same day. Every registrant receives a personalized AI Close Risk Report that shows exactly where your month-end close is exposed today.

CUBEd Award
Award Winner 2026Most Innovative AI Product
ISG
ISG Buyers Guide 2026#1 Overall & Exemplary
Gartner
Sample Vendor, Gartner® Hype Cycle™ for AI in Finance
TTX EOS Group Green Dot Wipro
80%
Labor cost reduction across O2C and close workflows (TTX)
98%
Automation success across AP and reconciliation (EOS Group)
5x
Faster exception resolution in month-end close and P2P (Green Dot)
Inside the session (55 minutes)

What You Will See in 55 Minutes

0-8 min
The Governance Gap: why “Claude interprets your close instructions” and “Kognitos executes them” are not the same thing, and what audit cares about.
8-28 min
Live Demo: month-end close checklist and status, variance analysis and exception routing, and reconciliation. Pause after each workflow for the audit trail.
28-40 min
Customer Use Cases: what informal AI in close looked like before, what changed when Kognitos was plugged in, and what close looks like now.
40-55 min
Avoid Probabilistic Stats, Q&A: review labor, audit exposure, exception drift, and correction cost, then Close Intelligence Sessions, the scorecard, and your questions.
Core narrative

Why Finance Leaders Are Registering

Recognition

“My team already uses Claude.”

Open with the governance gap: your team moved fast with AI; the process may not yet be evidenced the way auditors expect.

Revelation

Claude stays. Now it's accountable.

Plug in a deterministic execution layer underneath. Claude stays the front door; Kognitos MCP is the engine room.

Urgency

The cost of waiting compounds

Every close cycle running on informal AI adds review labor, correction cost, and audit exposure. We will show you the math live.

What you will see live

Three close workflows

  • Month-end close checklist and status agent: See your close checklist run end-to-end in Claude: intercompany reconciliation, accruals, and trial balance tie-out, with a complete audit trail generated automatically.
  • Variance analysis and exception routing: Watch Claude surface variances in plain English while Kognitos routes every exception through your exact thresholds and approval chains, the same way every time.
  • Reconciliation agent: Multi-currency intercompany matching and bank reconciliation, with results summarized in Claude and every decision guaranteed by Kognitos logic.
Who should attend

Finance leaders who own the close

  • Primary: CFOs, VPs of Finance, Controllers, Finance Directors (the people who own the close, sign off on financial statements, and face auditors). Typically 500–5,000 employees.
  • Also welcome: Heads of Shared Services, Finance Ops, Senior Accountants (the operators who know exactly where close breaks each month).
  • Industries: Manufacturing, logistics, healthcare, banking, retail, technology.
“Working with Kognitos has helped us to automate extremely complex use cases that existing automation solutions on the market have been unable to handle. Our team is empowered to automate and even handle unforeseen edge cases without increasing the demand on IT.”
Jim McCullen, Chief Information Officer, Century Supply Chain

See It Running on Your Close Process

Book a private session and we will walk through your ERP, your close calendar, and your compliance posture, so you see exactly what changes on day one. Visit kognitos.com/book-a-demo.

Book a demo

Register free

Tuesday, May 6, 2026 · 10:00 AM PT · 55 minutes. Same-day recording plus your free AI Close Risk Report, a personalized readiness snapshot sent to all registrants.

Reserve your spot

Save your seat

The live session is May 6, 2026 at 10 AM PT. Reserve on Zoom to get the Deterministic AI Readiness Scorecard and the same-day recording link.

Register free