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Use case · Finance & Close · Agentic AI

Give finance back the last week of every month

Celthrac's agentic AI turns unstructured contract prose into clean revenue-recognition postings — mapping performance obligations to delivery milestones and writing the audit note as it goes.

CRM · Salesforce CPQERP · Sage IntacctRuntime · CeligoPattern · Agentic + human-in-the-loop
Finance & Close · agentic
The challenge — Finance, Accounting & Professional Services

Give finance back the last week of every month

Celthrac's agentic AI turns unstructured contract prose into clean revenue-recognition postings — mapping performance obligations to delivery milestones and writing the audit note as it goes.

01 · The challenge

What it costs today

Performance obligations live in dense contract language. Delivery states live in the ERP. Reconciling the two to finalize revenue recognition each cycle consumes the most experienced people on the team — the ones who should be doing analysis, not transcription.

02 · Where legacy breaks

Why rule-based fails

Deterministic pipelines can't read a contract. They have no mechanism to extract distinct performance obligations from prose, map them to delivery states, and compute a recognition schedule. So the work falls to humans, every single close.

03 · The AI-First response

What the agent does

At the close of each reporting cycle, our agent parses complex contract PDFs to map each performance obligation, verifies the current delivery state from Sage Intacct, and calculates precise revenue-recognition and deferral schedules. It posts the entries to the general ledger alongside structured, natural-language audit notes that explain the basis for each posting — so reviewers see the reasoning, not just the number.

Why agentic AI wins

Reasoning, memory and action — not another rule.

Agentic edge

Prose becomes data.Contracts are read and mapped, not re-keyed by hand.

Agentic edge

Audit-ready by construction.Every posting carries a natural-language rationale.

Agentic edge

Consistent every cycle.The same rigorous logic applies whether it's a quiet month or year-end.

The business case

What this pattern returns.

You shorten the close cycle, free senior finance staff from transcription work, and reduce the audit friction and restatement risk that comes from inconsistent manual judgment. Faster, cleaner closes also mean leadership sees the numbers sooner.

We deploy on Celigo for the governance and audit infrastructure that finance functions demand, and we engineer the agent so its judgments are explainable and reviewable. AI-First, here, means automation your auditors will actually trust.

Runtime · CeligoGovernance · human-in-the-loopEU data residency · GDPR-nativeAudit trail · ISO 27001-aligned
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