Now integrated with Microsoft 365

The Accounting Close,
Reimagined

From Trial Balance to GAAP statements. Mirai works where your team already works — Teams, Outlook, SharePoint — transforming how firms manage the close.

Your Existing Workflow.
Supercharged.

Mirai embeds directly into Microsoft 365. No new apps to learn, no context switching. Your team keeps working in Teams and Outlook while an intelligent layer orchestrates the entire close.

Teams
M Mirai
Outlook
SharePoint

Zero Learning Curve

Staff chat with the AI assistant right in Teams. Partners review status in a tab they already see. Clients reply to emails they already receive.

One Source of Truth

Every document, every RFI response, every status update lives in SharePoint with consistent folder structure. No more hunting through inboxes.

Real-Time Visibility

Partners see engagement status at a glance. Know exactly which documents are outstanding and which reviews are blocked — across the entire book of business.

Governance Built In

Every client communication passes through compliance checks. Complete audit trail. Configurable policies. Nothing goes out without oversight.

From Trial Balance
to Signed Statements

A guided path through every close, with intelligent tracking at every step.

01
Intake

Client Uploads Trial Balance

The engagement begins when the TB arrives. Mirai auto-detects the format — NetSuite, QuickBooks, Sage, Xero — and maps it instantly. No manual reformatting.

02
Collection

Documents Flow In

Bank statements, fixed asset schedules, lease agreements. Clients email them, the AI routes them to the right folder, and the checklist updates automatically.

03
Clarification

RFIs Managed Conversationally

Staff create requests for information by chatting. The AI drafts the email, sends it, tracks the response, and closes the loop when satisfied.

04
Validation

GAAP Checks Run Automatically

As data arrives, Mirai validates against ASC standards. Missing tax provision? Undisclosed related party? Issues surface immediately, not at review.

05
Review

Checkpoints Clear in Sequence

Trial Balance ties. Adjustments posted. Statements drafted. Review notes cleared. Partner sign-off. Each milestone tracked, visible, accountable.

06
Complete

Signed Statements Delivered

The engagement closes with full documentation in SharePoint, complete audit trail, and a clean handoff to next year.

What It Feels Like
to Close with Mirai

Different roles, different perspectives — all better.

For Partners

See every engagement's status without asking. Know which closes are at risk before they're late. Review progress from a Teams tab during your morning coffee.

"I used to spend Monday mornings chasing status updates. Now I see everything in one place before the first meeting."

For Staff

Ask the AI for status instead of digging through folders. Create RFIs by describing what you need. Update checkpoints by chatting — no spreadsheets to maintain.

"I just tell it what I need from the client and it handles the rest. The follow-ups happen automatically."

For Clients

Receive clear, organized requests by email. Attach documents to your reply — they're filed automatically. No portal to learn, no new password to remember.

"I just reply to their emails with the documents attached. It's the simplest close process we've had."

For the Firm

Consistent process across all engagements. Full audit trail of every communication. Visibility into bottlenecks firm-wide. Less admin, more advisory.

"We finally have a standardized close process that people actually follow — because it's easier than not following it."

What Mirai Needs
from Your Clients

Simple data requirements. Auto-detected formats. Intelligent mapping.

Required

Trial Balance

The foundation of every close. Mirai auto-detects exports from NetSuite, QuickBooks, Sage, Xero, and standard CPA workpaper formats.

  • Account_Code — GL account number
  • Account_Name — Description
  • Debit / Credit — Balances
  • Prior_Year — For flux analysis
Required

Chart of Accounts

Maps GL codes to categories for automated classification into Assets, Liabilities, Equity, Revenue, COGS, and Expenses.

Optional

Bank Statements

For reconciliation and transaction classification. Transactions over $10K automatically flagged for review.

Optional

Supporting Schedules

Fixed asset roll-forwards, debt schedules, lease schedules (ASC 842), revenue by contract (ASC 606).

Optional

Draft Financials

Balance sheet, income statement, cash flow statement, notes. PDF format for cross-validation against TB.

Ready to Transform
Your Close Process?

See how Mirai integrates with your Microsoft 365 environment and makes the accounting close effortless.

Open the Dashboard