Bookex.ai
Bookex.ai
Close the books like a firm operating system, not a pile of follow-ups.
Give TechFin one command, route every missing document, question, exception, and approval into a single close motion, and keep the audit trail intact all the way to tax handoff.
Microsoft sign-in is configured. Allowed domain: @techfinllc.com, @techfinllc.com.
Close orchestration
One motion in, one evidence-backed packet out.
Bookex is shaped for preflight checks, classification, reconciliation evidence, adjustment proposals, approval routing, and tax readiness without losing the accountant in a dashboard maze.
Evidence first
Statements, HUDs, schedules, and client asks stay attached to the work.
The first release is designed around the real bottleneck: missing support. Every close run is expected to surface document gaps, structured questions, and approval gates before it calls the books ready.
Tax handoff
Finance approvals become a real gate, not a Slack memory.
When a close clears review, Bookex can stamp the financials approved for tax, track the handoff state, and keep the downstream ProConnect bridge visible in one place.