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Month-End Close, Done by Day 2

By David OralevichNovember 8, 2026

Month-end is the part of the job nobody misses. The bank feeds are in, the receipts are scattered, and the clock is running.

Oscar Martinez runs a CPA firm in Scranton. Every morning, Angela, his AI chief of staff, hands him his day as a one-page to-do and preps him for each client meeting. Then month-end hits.

This week she reconciled Lackawanna Paper Supply's October books. She matched 1,284 transactions and flagged 6 exceptions. The package was ready for CPA review on day 2 instead of day 12.

What Angela actually did

She matched bank and ledger transactions line by line. She flagged the 6 items that did not match, with the reason for each. She put the package together so Oscar could review it, not rebuild it.

What stayed with Oscar

Angela prepares. Oscar decides. Every exception goes to a CPA before anything is final.

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Hi, I'm Donna, Chief of Staff for David Oralevich and Apollo[Claw]. How can I help you today?

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