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Trusted AI record-to-report for finance closes

Discover Trusted AI Record-to-Report with Kognitos, ensuring accurate and reliable financial automation.

Transforming the Record to Report Process with AI-Powered Automation

The Record to Report (R2R) process is essential for delivering accurate financial insights and ensuring regulatory compliance. However, it’s often plagued by manual tasks, errors, and delays that can hinder business performance. How can organizations modernize their R2R processes to drive greater efficiency and accuracy?

Join Peter Cook from Kognitos and Ashish Singla from Wipro as they explore how AI-powered automation is reshaping the Record to Report process. In this exclusive webinar, they will cover the fundamental aspects of R2R, explain why it’s a perfect candidate for next-generation automation, and share success stories of companies that have successfully implemented AI in their financial processes.

What You’ll Learn:

  • An Overview of the Record to Report Process : Gain a comprehensive understanding of the key stages and challenges of R2R.
  • Why R2R is a Prime Candidate for AI Automation : Discover how automation can reduce errors, enhance compliance, and accelerate reporting timelines.
  • Success Stories: AI in Record to Report : Learn from real-world examples of how AI has transformed financial processes for leading organizations.

Why Attend?

This 20-minute webinar is ideal for finance professionals, controllers, and business leaders looking to optimize their Record to Report processes. Whether you’re just beginning your AI journey or seeking to refine your approach, this session will provide actionable insights and strategies to drive success.

Speakers:

  • Peter Cook, VP of Customer Success at Kognitos
  • Ashish Singla, Global Head, F&A Practice, Business Transformation at Wipro

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Register now to secure your place and discover how AI can revolutionize your Record to Report process.

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FAQ

Record-to-report automation questions.

What does the record-to-report process cover?

Record-to-report (R2R) spans every step between a business transaction and a published financial statement: transaction recording, subledger-to-general-ledger reconciliation, journal entry posting, account certification, intercompany elimination, and management and regulatory reporting. It is the backbone of the financial close cycle. Any bottleneck in R2R delays the close and reduces confidence in reported numbers.

AI agents replace the manual steps that dominate close timelines: pulling data from multiple ERPs, matching and reconciling accounts, drafting standard journal entries, and chasing approvals. Kognitos agents run these steps in parallel, 24/7, using deterministic policy so every decision is auditable. Controllers in production have reported cut close times by more than half compared to manual or rules-only RPA approaches.

Virtually every repeatable task in the close checklist is a candidate: subledger reconciliations, accrual postings, prepaid and fixed-asset roll-forwards, bank and credit-card reconciliations, intercompany netting, and trial-balance tie-outs. Kognitos encodes the policies governing each task in plain English, runs them against live ERP data, and escalates exceptions to the human team rather than guessing.

Kognitos uses a neurosymbolic architecture: an LLM reads and interprets unstructured source documents (invoices, bank files, contracts) while a deterministic symbolic layer applies your coding and approval rules. The journal entry is produced by the rules layer, not by the LLM, which means the result is repeatable and traceable. Every entry is linked to its source document and the policy rule that drove it, giving auditors a full evidence trail.

Yes. Kognitos agents compare actuals to budget or prior-period benchmarks, compute variances, apply your materiality thresholds, and draft narrative explanations for each significant line. Finance teams review a prepared variance pack instead of building one from scratch. The agent flags anomalies that exceed thresholds for human review while auto-certifying lines that are within tolerance.

Intercompany reconciliation requires matching payables and receivables across legal entities that may run different ERP instances or chart-of-accounts structures. Kognitos agents extract the relevant balances from each system, apply the intercompany matching rules written in plain English, identify mismatches, and create a resolution workflow that routes discrepancies to the right teams. The output is an elimination-ready schedule with supporting documentation attached.

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