Safebooks Launches Unified Enterprise Finance Automation Suite for Close, Finance Operations and SOX Compliance

Three connected solutions automate financial work across existing systems, with shared data, built-in controls and human oversight.

SAN FRANCISCO, Oct. 21, 2026 /PRNewswire/ -- Safebooks today announced the launch of its enterprise finance automation suite, bringing Safebooks Close Automation, Safebooks Finance Operations, and Safebooks Audit & SOX Compliance together on one platform. Powered by the Safebooks Financial Data Graph™, the suite helps finance teams reduce manual work, accelerate the close and maintain traceable evidence across financial processes.

As companies add systems, entities and transaction volume, finance teams spend more time gathering records, reconciling differences and preparing support. The same transaction may be investigated during daily operations, reconciled again at month-end and revisited for a control test or audit request. Disconnected workflows force teams to repeat that work.

Safebooks connects these activities through a shared financial foundation. AI agents work across existing systems to prepare reconciliations, validate transactions, investigate differences and assemble supporting workpapers. Finance teams review exceptions and retain control over judgments and approvals.

"The same transaction gets investigated in daily operations, reconciled at month-end, and pulled again for audit, and each time someone starts from scratch. A shared financial foundation changes that. Agents handle the repetitive preparation, the evidence stays linked to the source, and finance teams keep ownership of every judgment and approval." Said Guy Bar-Gil, Safebooks CEO.

Three connected solutions
Safebooks Close Automation brings close management and automation together. Teams can manage tasks, owners and deadlines while AI agents prepare reconciliations, validations and supporting workpapers. Source-linked evidence and exception review help reduce the manual effort behind the close and move work through sign-off faster.

Safebooks Finance Operations automates recurring processes across applications, including order management, collections, cash application, invoice reconciliation and transaction validation. By connecting payments, invoices, contracts and system records, teams can identify and resolve discrepancies throughout the month, reducing the work that accumulates at close.

Safebooks Audit & SOX Compliance automates control checks and evidence preparation. Configured checks can cover the complete transaction population in scope rather than relying on samples for those checks. Findings remain linked to source records and testing rules, while control owners retain responsibility for review and conclusions.

One financial foundation, across existing systems
The Financial Data Graph™ connects financial data, documents, policies and controls across a company's technology stack. This shared context enables agents to execute configured workflows and gives reviewers a traceable basis for assessing the results.

Built around existing systems and workflows
Safebooks integrates seamlessly with an organization's existing technology stack and the way its finance team works, both internally and with other departments. There is no need to replace current systems or redesign established workflows. The platform adds automation while preserving existing responsibilities, approvals and handoffs.

Safebooks handles the configuration and implementation, bringing the first process live in production within two to four weeks. Organizations can start with a defined process and expand across close, finance operations and compliance on the same platform.

To learn more or request a demonstration, visit https://safebooks.ai/.

About Safebooks
Safebooks is an enterprise finance automation platform that brings Close Automation, Finance Operations, and Audit & SOX Compliance together on one platform. Powered by the Safebooks Financial Data Graph™, its AI agents connect data, documents, policies and controls across existing systems to automate complex financial processes. Safebooks helps finance teams shorten the close, reduce manual work and strengthen accuracy and auditability, while retaining human review and approval. The platform works within an organization's existing technology stack and workflows, with Safebooks managing implementation and configuration. 

Contact: Yuval Michaeli, VP Marketing, [email protected]

SOURCE Safebooks