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Choose the bank exports, ledger reports, and workpapers for the close.
Financial firms and operating teams
Stop spending senior review time finding the month-end problems.
Boxwood compares the bank files, ledgers, and workpapers you choose, then produces a reviewer-ready exception packet with the source behind every finding. Files remain stored in your environment; the content needed for AI processing goes to your organization’s private Azure OpenAI deployment.
Product model
$995 per seat each year. Azure OpenAI usage is billed separately through your own Microsoft account.
Rollout shape
A 90-minute workflow discovery and coaching session is recommended for most teams.
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Start here
Month-end exception packet
Turn recurring bank exports, ledgers, and workpapers into a short, source-linked list of items that need a reviewer.
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Flag missing, duplicate, unmatched, or inconsistent items.
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Give the reviewer an exception packet with the source behind every finding.
Proof demo
Watch Boxwood turn a month of financial records into a short list of problems to review.
Boxwood compares the bank exports, ledgers, and workpapers you choose, then gives reviewers a short list of variances with the records behind each one.
Read the video transcript
Financial reconciliation should already be automated. Comparing bank files, ledger exports, and workpapers is repetitive. AI can do the comparison. The problem is the data. Confidential books and client records cannot be dropped into an ordinary AI tool. Legal, security, and compliance say no. Boxwood turns no into yes. Ledger works from the financial records you choose. Source files, artifacts, and work history stay in the local workbench. When AI is needed, approved inference context goes through your organization's Azure OpenAI account. Use Ledger to run repeatable checks across bank exports, ledgers, and workpapers. It flags variances and links each finding to its source, so you can inspect the evidence yourself. Financial work that ordinary AI could not be approved to handle can now be automated.
demo.mp4
More than one workflow
The first job proves it works. Then give Boxwood the rest.
Describe another job, choose the files and tools it can use, and run it. When the process works, save it so you or your team can use it again.
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Bank tie-outs
Compare bank files against ledger exports and isolate deposits, fees, transfers, and entries for review.
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Exception lists
Turn spreadsheet noise into a short queue of source-backed review items.
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Monthly reporting packs
Update recurring reports, calculate variances, and draft source-linked commentary for review.
How the workflow moves
From month-end files to a short list of variances.
Choose the bank exports, ledgers, and workpapers. Boxwood runs the repeatable checks and shows reviewers what needs attention.
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Financial records
Select the bank files, ledger exports, and workpapers for the check.
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Only what the task needs
The AI sees only the information you choose for this job through your organization’s private Microsoft account.
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Ledger runs the workflow
The agent performs the repeatable comparison or review inside the workflow you defined.
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A result you can check
The result returns to the workbench with the supporting records available to inspect.
Workflow coaching
You do not need to know what to automate before the call.
Unless you already build agents yourself, the coaching is where much of the value comes from. We help you see which parts of the day can become repeatable Boxwood workflows.
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Walk through how your team actually spends its day.
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Find the repetitive work Boxwood can handle and your team can check.
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Choose the best first workflow and set it up together.
For legal, IT, and compliance review
Files stay stored on your machine. AI runs through your own Azure account.
Boxwood keeps source files, results, and work history on your computer. When a task needs AI, it sends that task's content to the Azure OpenAI deployment your organization creates and controls. Microsoft bills you for it directly; Ironwood never needs your key.
How HIPAA compliance applies to an AI agent ->01
Files are stored locally
Source files, artifacts, credentials, and work history live in the local workbench on your machine.
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AI runs on your Azure account
When a step needs AI, its content goes to your organization's configured Azure OpenAI deployment. Not to a public chatbot, and not through our servers.
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Every finding shows its source
Results link to the file, row, or record they came from, so the person reviewing can open the evidence directly.
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Access is scoped
An agent can touch only the files and connectors you selected for that workflow.
Pilot inquiries
Bring one task your team already knows how to check.
Research a case, review documents, compare records, update a spreadsheet, or build a reusable internal tool. We will run your example through Boxwood and show you the result, the source trail, and where the information went.