I work where there's an accounting problem and a systems problem at the same time.

CPA, former PwC financial auditor, sixteen years in SaaS and fintech finance running controllership and FP&A. SuiteCortex is the software I built to do that work. It reads signed customer contracts, builds the ASC 606 revenue and billing schedules and the MRR behind them, drafts the journal entries, and tracks the month-end close. It is a toolkit, and it comes with me to the work.

Ex-Big 4 | 16 yrs Finance Tech

What the SuiteCortex platform does

A working AI financial-close platform that connects to your ERP and CRM, reads your source data, and tracks the close: ASC 606 revenue recognition, revenue and billing schedules, journal entries, variance analysis, financial statements and KPIs, and board decks. Its numbers are live formulas you can click into.
Professional hands operating AI automation dashboard on touchscreen displaying workflow analytics and process metrics

AI Revenue Recognition (ASC 606)

Reads each signed customer contract, identifies performance obligations, allocates the transaction price, and builds the monthly revenue recognition schedule. Derived numbers trace back to the source contract.

SuiteCortex dashboards for automated month-end close, built on general ledger and contract data

Automated Month-End Close

Syncs the general ledger from your accounting system and contract data from your CRM, reconciles revenue to billing, drafts journal entries, and produces variance commentary ready for controller review.

More info
SuiteCortex financial statements and SaaS KPI reporting with a clickable audit trail

Audit-Ready Statements & KPIs

Generates financial statements, SaaS KPIs, variance analysis, and board reporting built on live spreadsheet formulas. An auditor can click a derived figure and trace how it was calculated.