Latch
Automates recurring accounting tasks by learning your demonstrated workflows across the tools you already use.
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Product Overview
What is Latch?
Latch helps accounting teams automate recurring work behind month-end close. Users record a task on their desktop and explain their decisions, then Latch turns the demonstration into a reusable automation called a sidekick. Sidekicks follow defined steps across existing applications, preserve workflow-specific rules, and return uncertain items for human review. Users can inspect and test each process before allowing it to change files or data.
Key Features
Demonstration-Based Training
Record your screen and explain a task to teach Latch your process without writing prompts or building workflows from scratch.
Reusable Accounting Sidekicks
Turn demonstrated processes into repeatable automations with steps you can review and test before use.
Cross-Application Workflows
Coordinate work across existing tools, including Excel, QuickBooks, Xero, NetSuite, Google Sheets, and Google Drive.
Process-Specific Rules
Apply your account mappings, matching windows, file naming conventions, and spreadsheet preservation rules.
Human Review and Run History
Route uncertain items and approval checkpoints to users, with a step-by-step record of each run.
Scoped Access and Testing
Run sidekicks in separate sandboxes on your machine, limit their access, and preview actions before files or data change.
Use Cases
- Bank Reconciliation : Collect statements, compare bank transactions with ledger activity, and prepare reconciliation workpapers while flagging ambiguous matches.
- Statement Organization : Gather recurring statements and save them to the correct folders using your naming conventions.
- Financial Model Updates : Bring actuals into existing financial models using your account mappings and workbook structure, with discrepancies surfaced for review.
- Payables Cutoff Review : Check expense coding and service periods, then prepare proposed accruals for approval during month-end close.
FAQs
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