Traceroot FP&A Supply Chain Quality Assurance How it works Security Book a demo

Function · Finance

Not a dashboard. A finance team that does the close.

A live three-statement model wired to your general ledger, explaining margin and cash against your own drivers — and chasing the receivables while it's at it.

01

Explains, doesn't just report

Not ‘margin fell 2.3 points’ but which customer, which SKU, which cost line, and the document that proves it.

02

Cash you can plan against

Thirteen weeks of collections modelled on how each customer actually pays, rather than the terms they agreed to.

03

Chases and schedules

Reminders drafted per customer and sent from your own inbox. Payment runs proposed against the real cash position.

Everything a controller does in the last week of the month.

Nothing writes itself.

Every posting passes the same gate, whichever function drafted it.

Draft

The agent assembles it

Built from your live data, with every figure traced back to its source.

Review

A named person approves

In the app or from the email. Approver and timestamp recorded.

Execute

Only then does it post

Logged, attributed and reversible, under your authorisation policy.

Bring us last month's close.

We'll run it through the model and you can compare the commentary line by line against what your team wrote.