Ready-made agent · Finance
Year-End Closing Checklist
Prepares the year-end close from Exact Online: sales and purchase invoices still open, bank payments with no invoice behind them, the year's result, and the questions your accountant will ask, one checklist before the annual accounts.
Free to start. Up to 3 agents on Free, unlimited on Business.
How you start
- 1
Start it
Press “Use this template”. Sign up or log in, and the agent is ready in your workspace.
- 2
Read the plan
You see the model, the apps it uses, and for every action whether it runs on its own or asks you first.
- 3
Run it on your own work
Try it on a real example. Each run shows what it did and what it cost, in euros.
- 4
Make it yours
Change the instructions, add your knowledge, connect your apps, or put it on a schedule on Business.
Anything that sends or changes something asks you first.
Models
Pick the model it runs on
Year-End Closing Checklist works with any of the 22 models: Claude, GPT, Gemini and Mistral, all hosted in the EU and all on every plan. Each agent runs on the model you pick, so its results stay the same from run to run.
Claude Sonnet 5.5 runs on Google Vertex AI EU. A typical message costs ≈ €0.02; a run with several steps costs a few messages. An agent or workflow runs on the model you pick (we recommend one when it is built), so its results are repeatable. Auto is for chat. You can change the model in the setup at any time, on every plan.
More for Finance
Bookkeeping Health Check
Checks your Exact Online administration for what usually needs attention, customers who are late, supplier invoices still unpaid, and bank payments with no invoice behind them, and lists what to fix, most money first.
Budget Summary Writer
Turns raw budget-versus-actuals figures into a short narrative summary for stakeholders, highlighting variances and their likely causes.
Expense Categoriser
Reads a list of expense line items and assigns each to the correct accounting category, flagging anything ambiguous or policy-questionable for human review.