Xena agents come ready to execute on cleanup, analysis, and the books — all from the same live client context, and sharper with every run.
Score the books, clean the files, and get the chart and vendors in shape before recurring work starts.
Evaluates structural accounting difficulty (policies, reporting regimes, systems coupling, estimates) to produce a volume-free Composite Score and complexity rating.
Evaluates data quality and process hygiene to produce a Composite Messiness Score and prioritized remediation actions.
Transform a messy Excel export into a clean, filterable table by detecting headers, removing non-data rows, and organizing the structure for analysis.
Harmonize schemas, deduplicate, and reconcile multiple general ledger files into one consolidated ledger that ties to the trial balance.
Maps a client's existing chart of accounts to a standard chart of accounts to identify accounts that fall outside typical expectations, flagging them for potential aggregation or cleanup.
Analyzes chart of accounts and transaction history to identify cleanup opportunities, including redundant accounts, inconsistent naming, and consolidation candidates.
Analyzes vendor master data and recent GL usage to propose deduplication, inactivation, normalization, and risk flags.
Generates a period trial balance and FSLI-mapped financial summary from general ledger data, produces highlights, validations, and dimensional insights with top contributors per dimension.