Latch | Automation for accountants — show it once, it handles it from here

For the work behind month-end close

What if your month-end close were done in a day?

Show Latch a recurring accounting task just like you'd train a coworker. Latch builds sidekicks to take over the work the way you do it, in the tools you already use. You review the results and handle the judgment calls.

Create account Book a demo

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  1. 01

Start a session.

Open Latch on your desktop, choose your screen and microphone, and hit record.

  1. 02

Do the work. Talk it through.

Use your usual tools. Show the steps, explain the decisions, and point out the exceptions. No prompt to perfect. No process to write from scratch.

  1. 03

Turn your session into a sidekick.

Latch builds a sidekick based on your process. Review the steps and test your sidekick before handing over the task.

Start free

Ledger / Accounting↗

Expenses

↓ Export

September

Software subscription $12,000

Professional services $8,500

Cloud hosting $4,250

▦ September close ↓ Import

ABC

1ExpenseAmountTreatment

2Software$12,000ExpenseDefer

3Services$8,500Expense

4Hosting$4,250Expense

5

↓ Import expenses

▤ Expenses.csv ↗

02:14

Ⅱ■

  1. Export monthly expenses

Collect September transactions.

  1. Review expenses in workbook

Build the month-end close schedule.

  1. Defer prepaid expenses

Allocate costs by service month.

8-second loop

Ⅱ↻

The training is the work itself. Each session captures the clicks, context, and judgment that a written checklist leaves out.

The details are essential

Your process. Done by Latch. Down to every detail.

The three-day matching window. The file names that have to be just right. The formulas you never overwrite. Latch follows all of your specifications.

Try itSelect any step to inspect what Latch does. Run the demo to see where it asks for your judgment. (go to the demo)

SIDEKICK

Bank reconciliation

September 2026 · Business Checking

Ready

Steps 8Connections 4Your rules

Select a step to see the details

  1. 1Download the statement›Not started
  2. 2Extract statement rows›Not started
  3. 3Export ledger cash activity›Not started
  4. 4Align dates, signs and labels›Not started
  5. 5Match statement to ledger›Not started
  6. 6Compare balances with timing adjustments›Not started
  7. 7Write the reconciliation›Not started
  8. 8Save the statement›Not started

Bank portal

Business Checking · 4417

Download statements; sign-in codes stay with you.

Connected

Xero

Cash account

Read cash activity. No ledger changes.

Connected

Google Sheets

Reconciliation workpaper

Write after approval. Preserve totals and formulas.

Connected

Google Drive

Finance / Bank statements

Save the original PDF using your naming rule.

Connected

Matching window 3 days

Flag old reconciling items After 60 days

File naming rule{bank}-{account}-{period}.pdf

More than one possible match Ask for review

Before writing the workpaper Get your approval

Keep totals and formulas intact. Ask you about unexplained cash and old reconciling items.

0 of 8 steps completeResetRun demo

200+manual clicks in one task

Our own controller’s Xero-to-model workflow looked like one line on a checklist. Underneath were more than 200 clicks. After seeing the process, Latch took over those steps in the same tools, saving tens of hours every month.

Read the financial model case study

Get the statements into the right folders.

Teach Latch which statements to collect, how you name them, and where each one belongs.

The result

A folder of organized statements, ready for review.

Bring actuals into your financial model.

Show your account mappings and workbook structure. Review discrepancies before they become bad numbers.

The result

Your existing model, updated with the latest actuals.

Close payables without the cutoff scramble.

Show Latch how you check coding and service periods. It proposes the accruals; you approve them.

The result

A cutoff review and proposed accruals, ready for your approval.

View more use cases→

Integrates with

Confidence comes from control

Your sidekick has a specific job. You set its limits.

See what it will do, decide what it can access, and check what happened. Your accounting judgment stays with you.

  1. 01

Only the access you approve.

Each sidekick runs in its own sandbox on your machine, with access limited to the connections and scope you grant.

  1. 02

A test before the first real run.

Check connections and preview what the sidekick would do before it changes your files or data.

  1. 03

Defined steps. Visible decisions.

Execution follows a defined process. Uncertain items come back for review, and every run leaves a step-by-step record you can read.

Get your first sidekick.

Teaching Latch is free. You only pay when a sidekick runs.

Start free

Need enterprise controls? Talk to our sales team→

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