Financial Services

    Stay Compliant, Stay Efficient For Regulated Institutions

    Automate SOX controls, regulatory reporting, and audit preparation with built-in compliance. Streamline month-end close while maintaining the rigor regulators demand.

    Streamline month-end close, reconciliations, and regulatory reporting with automated workflows that reduce manual work and empower your team to focus on strategic analysis and high-value advisory work.

    Financial Services Accounting Platform

    01

    Audit Readiness

    Stay audit-ready year-round with automated documentation and centralized controls. Bean maintains complete audit trails, provides instant access to supporting documentation, and ensures compliance requirements are met without disrupting your team's workflow.

    Platform Features:
    Centralized SOX control management
    Complete regulatory audit trails
    Real-time compliance monitoring
    02

    Bean AI

    Leverage AI to identify patterns, flag exceptions, and surface insights across your financial data. Bean AI automatically analyzes transactions to detect anomalies and potential issues, empowering your team to focus on strategic decision-making rather than manual review.

    Platform Features:
    AI-powered exception monitoring
    Automated control failure detection
    Real-time risk pattern analysis
    03

    Close Management

    Streamline your month-end close with centralized workflows and automated task tracking. Coordinate across teams, manage complex accounting requirements, and reduce close time while maintaining complete visibility into progress and outstanding items.

    Platform Features:
    Multi-entity close coordination
    Regulatory reporting workflows
    Automated intercompany eliminations

    Schedule a Demo

    Get a deeper dive into Bean to see how it can work for your financial services compliance team.

    Trusted by companies making a global impact

    Delivered logo
    AAF CPAs logo
    Countsy logo
    Crest Rock Partners logo
    PPI logo
    Opti9 logo
    The Savings Group logo
    American Roads logo
    GenTrust logo
    Greenacres Machinery logo
    Cohen Circle logo
    SVFG logo