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Safebooks Launches Unified Enterprise Finance Automation Suite for Close, Finance Operations and SOX Compliance

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Safebooks Launches Unified Enterprise Finance Automation Suite for Close, Finance Operations and SOX Compliance

Safebooks announced the launch of its enterprise finance automation suite, bringing Safebooks Close Automation, Safebooks Finance Operations, and Safebooks Audit & SOX Compliance together on one platform. Powered by the Safebooks Financial Data Graph™, the suite helps finance teams reduce manual work, accelerate the close and maintain traceable evidence across financial processes.

As companies add systems, entities and transaction volume, finance teams spend more time gathering records, reconciling differences and preparing support. The same transaction may be investigated during daily operations, reconciled again at month-end and revisited for a control test or audit request. Disconnected workflows force teams to repeat that work.

Safebooks connects these activities through a shared financial foundation. AI agents work across existing systems to prepare reconciliations, validate transactions, investigate differences and assemble supporting workpapers. Finance teams review exceptions and retain control over judgments and approvals.

“The same transaction gets investigated in daily operations, reconciled at month-end, and pulled again for audit, and each time someone starts from scratch. A shared financial foundation changes that. Agents handle the repetitive preparation, the evidence stays linked to the source, and finance teams keep ownership of every judgment and approval.” Said Guy Bar-Gil, Safebooks CEO.

Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena

Three connected solutions Safebooks Close Automation brings close management and automation together. Teams can manage tasks, owners and deadlines while AI agents prepare reconciliations, validations and supporting workpapers. Source-linked evidence and exception review help reduce the manual effort behind the close and move work through sign-off faster.


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