The CAS math problem
A client accounting services team might close 30 to 100 clients a month on a shared calendar. Every client has a different GL, a different bank, a different chart of accounts and the same deadline. The bottleneck is rarely the preparer. It's the reviewer, who has to trust or re-check every close.
AI can speed up preparation. If it doesn't make review faster, the bottleneck doesn't move.
How Yoraito helps firms
One close method, every client
The same close steps, matching rules and evidence standard run on every client, across 22 named systems, 11 direct. A reviewer knows exactly where to look on client 47 because it looks like client 1.
Review evidence, not output
Each reconciliation shows the rule behind every match, the unmatched items and the tie-out, each with its SQL. Each flux note cites the transactions behind it and carries a label: supported, likely or needs owner. Reviewers start with the "needs owner" items.
Your client stays your client
Yoraito is built to make your firm's work easier to check, not to replace your seat at the client's table. Questions about advice, judgment or scope go to you. See the partner program → /partners.
Evidence your clients' auditors can use
When a client's auditor asks how a reconciliation was prepared, you can hand them the query. That shortens PBC cycles for your clients and your own team.
Where AI helps an accounting firm most
| Task | AI's role in Yoraito | Reviewer's role |
|---|---|---|
| Bank and card reconciliations | Matches with written rules; drafts notes on leftovers | Reviews exceptions |
| Invoice capture and coding | Extracts and proposes coding from vendor history | Approves |
| Accruals | Finds recurring vendors with no bill | Approves estimates |
| Flux commentary | Finds driver transactions; drafts labelled notes | Accepts or edits |
| Client questions about numbers | Shows the SQL behind any figure | Explains to the client |
What a reviewer's month looks like
| Before | With Yoraito |
|---|---|
| Opens each client's reconciliation workbook; checks formulas and tick marks | Opens a standard reconciliation view; same layout for every client |
| Re-matches a sample of lines to be safe | Reads the rule recorded on each match |
| Emails preparers asking where support is | Support and queries attached to each item |
| Reviews every flux comment equally | Starts with items labelled "needs owner" |
| Answers client auditor questions by rebuilding the work | Sends the saved query |
A firm rollout that doesn't disrupt clients
- Pilot with three clients on different GLs for one close.
- Standardize your reconciliation and review steps from what you learned.
- Roll out in waves of 10 to 15 clients per month.
- Train reviewers first, so they know what evidence to expect.
Start free: Claude skills for accountants
If your team already uses Claude, our eight free skills for the close (bank rec, flux, accruals, JE testing, prepaids, PBC tracking, sponsor packs and SQL Trace) run on client exports and write a Trace sheet with every query → /claude-skills. They're a no-commitment way to see the evidence standard before using Yoraito on live data.
Partner with Yoraito
Firms that refer clients earn a revenue share, keep the client relationship and get training and co-marketing, including guest spots on Ticked and Tied, our podcast for finance teams → /partners. If you audit or review a client, tell us at registration and we'll use an arrangement that fits your independence rules.