Roles

Controller

an accounting leader who oversees a company’s books, month-end close, payments and financial reporting, and signs off on the results

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Your job, minus the screen work

You own the right period, the right account and the right approvals. Every number eventually passes through a bank portal or your review. Agents can do the preparation: downloads, matching, tie-outs and evidence. You keep the decisions.

Where your week goes

preparation, handed to the agent

  • Chasing approvals for invoices due this week
  • Rebuilding the payment proposal in Excel
  • Logging in to each bank for positive pay exceptions
  • Reviewing reconciliations that took staff two days to prepare
  • Searching folders for auditor and lender requests
  • Fixing coding errors found after posting

What an agent takes over

AP posting

checks period, job, cost code, lien waivers and duplicates before anything posts.

Payment run prep

builds a run that already excludes held, disputed and recently changed vendors.

Positive pay

submits the file before cutoff and shows each exception with its image and ERP record.

Bank reconciliations

downloads statements, matches items and lists what is left.

Subledger tie-outs

ties balances and lists differences with the transactions behind them.

Accrual support

gathers open POs, prior bills and vendor emails for each accrual.

What stays with you

  • Estimates: accruals, reserves and write-downs

  • Approvals of entries, payment runs and positive pay exceptions

  • The period lock and the authority matrix

  • Sign-off on the statements

Apps you already juggle

Your ERP (Viewpoint Vista, Sage Intacct, CMiC, Epicor, SAP, NetSuite, Yardi and more), banking portals, tax portals, OCR or AP tools, Outlook, Excel and SharePoint.

  • ERP
  • banking portals
  • tax portals
  • OCR
  • AP tools
  • Outlook
  • Excel
  • SharePoint
  • Viewpoint Vista
  • Sage Intacct
  • CMiC
  • Epicor
  • SAP
  • NetSuite
  • Yardi

A week, before and after

Before

  • Tuesday: review the payment run line by line and pull holds by hand
  • Every morning: work positive pay in each bank
  • Thursday: dig through folders for the auditor

After

  • Tuesday: approve a run with the preview attached
  • Every morning: decide positive pay exceptions from one screen
  • Thursday: point the auditor to exported run records

See every workflow for your role

See every finance and close workflow an agent can support for controllers.

Controller workflow catalog 70 manufacturing · 60 construction · 54 property management

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