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AI WorkflowsIntermediate12 min read

Setting up your chart of accounts with AI assistance

Updated Oct 18, 2026

Overview

This guide walks through drafting a chart of accounts with AI. Placeholder copy — replace with the real walkthrough.

Do this in a sandbox first. Every ClosePoints customer gets one.

Setup

Start by confirming permissions and your fiscal calendar.

{
  "subsidiary": "US-01",
  "period": "2026-10",
  "extension": "smart-data-import"
}

Walkthrough

Follow each step, reviewing the AI suggestions before you post.

Never post AI-drafted entries without review.

Next steps

Automate the steps you repeat monthly and add them to your close checklist.

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