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The Controller Agent supports financial close and consolidation. It helps finance teams review data quality, reduce manual reconciliation work, and identify accounting-related exceptions. It can explain root causes and recommend corrections for users to review.
This article covers:
💡Intercompany reconciliation
What the Controller Agent does
The Controller Agent supports close readiness, consolidation, intercompany reconciliation, account mapping, and cash flow validation.
The Controller Agent can help users:
Review financial close data.
Surface exceptions.
Explain root causes.
Recommend corrections.
Review intercompany mismatches.
Improve data quality during close and consolidation.
Key capabilities
The Controller Agent supports the following capabilities.
Capability | What the FP&A Agent does |
|---|---|
Validation Rule Assistant | Analyzes packages with rule-driven consistency checks informed by accounting logic. It identifies anomalies, explains root causes, and proposes corrections. |
Intercompany (IC) Reconciliation Assistant | Matches intercompany balances with learned patterns. It highlights true mismatches and guides users to the right resolution path, reducing manual investigation. |
Data Collection Insights | Analyzes data collection logs to show when, by whom, and how data moved through the process. It helps teams trace activity, spot bottlenecks, and support audit review. |
Group Account Configuration Assistant | Reviews the group chart of accounts and recommends settings for new accounts. It can also review existing accounts for setup inconsistencies and help ensure consolidation calculations run correctly. |
Cash Flow Mapping Optimization | Identifies missing account and movement combinations, analyzes existing mappings, and recommends cash flow line assignments to support consistent and complete cash flow reporting. |
Local Account Mapping Assistant | Identifies local accounts without mapping reviews existing local chart of accounts mappings, and recommends the most accurate group account link. |
💡Intercompany reconciliation
This capability is not available in versions prior to Board 15.1.
The Controller Agent can support deeper intercompany reconciliation analysis.
The Controller Agent helps users find total intercompany gaps, rank the largest mismatches, and understand the causes behind each difference. For eligible differences, the Agent can generate a reconciliation journal proposal for users to review and load with less manual work.
Capability | What the FP&A Agent does |
|---|---|
Intercompany gap detection and prioritization | Surfaces total intercompany exposure and focuses users on the highest-impact mismatches first. |
Root cause classification | Breaks intercompany gaps into root-cause categories with the underlying reconciliation fields. |
Reconciliation journal proposal | Generates a two-line reconciliation journal for eligible differences. |
Users must review Agent outputs before they use them in the close process.