Checklist is a shared task list that accounting teams use to prepare a company’s financial results each month, a process called the monthly close. With agentic capabilities, it can automate tasks like preparing Excel sheets and reports, then hand the work back to an accountant to review and sign off.
As the founding product designer, I led the transition from MUI to a scalable custom design system.
I created reusable components and design guidelines that improved product's usability for accountants, helping the team accelerate the migration and ship consistent experiences faster.
ERP Workflow
Agentic Journal Entry Automation
A journal entry is how accountants post a transaction into a company's books.
Automation turns repetitive entries into rules: data in, draft entries out, accountant reviews and posts.
When an account won't resolve or debits don't tie, entries stop as exceptions, where Max the AI drafts a fix and explains it for approval.
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