Your Virtual Controller

Persistent MCP orchestration runs reconciliations, accruals, approvals, and reporting 24/7—with state, audit logs, and role‑based controls.

Best For

Month‑end close, AP/AR, audit prep, multi‑entity operations

What we Use

Orchestrator + workers, durable queues, schedulers, state store, approval service

KPI Impact

Phased rollout; initial value in 6–10 weeks

STRMS CONDUCTOR

Multi-Component Process

A stateful automation server that coordinates every step of complex finance workflows—so you can target a T+3 close with confidence.

Value & Pain Points Solved

Rolling close Continuous reconciliations; auto‑prepare JEs; assign and chase tasks; compile close package.
Controls & audit Immutable activity ledger; evidence attachments; exception management.
Scale Entity‑aware rules, currency conversions, multi‑locale calendars.

Examples

  • Bank/credit card reconciliations with daily drift alerts and suggested entries.
  • Accrual prep (deferred revenue, prepaid, payroll) with schedules and approvals.
  • Close checklist orchestration, owner assignment, and SLA tracking.

Prerequisites

Close checklist; access to bank feeds, GL, and supporting systems; owner assignments.


KPIs you can target

  • Close cycle time toward T+3
  • ↓ exceptions per entity; ↑ on‑time task completion
  • Cleaner audit trail and faster PBC responses


Replace the light bulbs

  • RBAC by role/entity; maker‑checker on postings
  • Immutable logs with export; alerting & on‑call procedures
  • Backups, rollbacks, and change windows for releases



FAQs

  • Is Conductor software or a service?

    Both: we deploy and operate the orchestration as a managed service, tailored to your stack.


  • How is this different from an RPA tool?

    Conductor is API‑first and stateful. It tracks process state, owners, and SLAs rather than automating clicks on a screen.

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Serrano Bookkeeping’s Sales Workflow Transformation with STRMS

By Korey Cournoyer • October 23, 2024
Serrano Bookkeeping faced significant challenges in managing their sales workflow, resulting in inefficiencies, missed opportunities, and a heavy reliance on manual processes. By implementing STRMS, they successfully streamlined their lead management, onboarding processes, and client communication, dramatically improving their overall efficiency.
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How STRMS Transformed GrowthLab’s Sales Workflow

By Korey Cournoyer • September 16, 2024
Simple tasks, like coordinating meetings and accepting QuickBooks invitations, are now automated, allowing GrowthLab to reallocate time to more critical activities.
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