Agent Workflows

>

CLOSE & ACCOUNTING

Accrual Preparation

Woodrow gathers open POs, received-not-invoiced items, contracts, and prior accruals, calculates each accrual, drafts the journal entries, and flags items for review—so the close starts with a complete, supported accrual set.

Accrual Preparation: Execution Plan

step 1

Gather Accrual Inputs

Pull open POs, received-not-invoiced items, contracts, recurring expenses, and prior-period accruals from your ERP and supporting systems for the period.

step 2

Calculate & Reverse

Calculate each accrual using your methods and estimates, reverse prior-period accruals, and flag missing support, unusual amounts, and items outside your thresholds.

Output

Draft Entries for Review

Draft balanced accrual and reversal journal entries with supporting detail, and route them to the right reviewer before close.

Accruals ready before the close starts

Woodrow connects to your ERP, contracts, spreadsheets, and supporting files to prepare accruals every period. It gathers the inputs, calculates each accrual, reverses prior entries, and drafts journal entries with support attached—so your team can spend less time chasing data and rebuilding spreadsheets at close.

DocuSign

+ Spreadsheets, shared drives, Slack, and any other tool your team uses.

Accrual inputs ready

Pull open POs, received-not-invoiced items, contracts, recurring expenses, and prior accruals from your ERP and supporting systems.

Clean calculations

Calculate each accrual using your methods and estimates, reverse prior-period entries, and flag unusual or unsupported amounts.

Entries with backup

Draft balanced accrual and reversal journal entries with supporting detail, and route them for review before close.

HOW WOODROW WORKS

Automate your processes with enterprise AI

Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.

01

Describe your workflow

Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.

02

AI works across your stack

Woodrow plugs into your existing tools, pulling and pushing data where it's needed and running every step in place. No manual handoffs or copy-paste between systems.

03

Woodrow keeps the workflow current

As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.

Auditable and secure

Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.

Learn more about security

Common questions

EXPLORE MORE WORKFLOWS

More ways to automate the month‑end close

CLOSE & ACCOUNTING

Intercompany allocations

Gather pools and drivers, calculate allocations, and draft intercompany entries for review.

View workflow →

CLOSE & ACCOUNTING

Bank reconciliation

Pull statements and ledger activity, match and flag differences, and prepare reconciling entries.

View workflow →

CLOSE & ACCOUNTING

Account reconciliation

Pull balances and supporting detail, match and flag differences, and prepare recs for sign-off.

View workflow →