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The Close agent is now in beta

Our sixth agent runs the month-end checklist, chases what's missing and drafts the close memo for your review.

Priya Raman

Co-founder & CEO

Published

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4 min read

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Product

Desk with a phone, notebook and printed financial charts

In short

Our sixth agent runs the month-end checklist, chases what's missing and drafts the close memo for your review.

For two years customers have asked the same question: if Kestrel can match invoices and reconcile bank lines, why does the close still live in a spreadsheet? Today the Close agent opens to every Growth and Scale customer in beta.

What it does

The agent builds your close checklist from last month’s journal, tracks each task against its owner and due day, and chases anything that’s late in Slack or Teams. When accruals or prepaid schedules are due, it drafts the entries with the evidence attached and waits for approval.

What it doesn’t do

It never posts an entry on its own. Every journal it drafts goes to the reviewer you set, with the source documents and the reasoning behind each line.

How to try it

Turn it on from Settings, then Agents. It runs in shadow mode for the first month, so you can compare its checklist with your own before anything changes.

Written by

Priya Raman

Co-founder & CEO

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Kestrel for finance teams

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See Kestrel run on a copy of your own invoices in a 30-minute walkthrough.

Get started

Give your team its month back

See Kestrel run on a copy of your own invoices in a 30-minute walkthrough.

Get started

Give your team its month back

See Kestrel run on a copy of your own invoices in a 30-minute walkthrough.

The finance back office, on autopilot.

AI agents for payables, receivables, spend and month-end close.

Monthly product notes

One short email a month. Unsubscribe any time.

© 2026 Kestrel Finance, Inc.

Made for teams who’d rather be forecasting.

The finance back office, on autopilot.

AI agents for payables, receivables, spend and month-end close.

Monthly product notes

One short email a month. Unsubscribe any time.

© 2026 Kestrel Finance, Inc.

Made for teams who’d rather be forecasting.

The finance back office, on autopilot.

AI agents for payables, receivables, spend and month-end close.

Monthly product notes

One short email a month. Unsubscribe any time.

© 2026 Kestrel Finance, Inc.

Made for teams who’d rather be forecasting.

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