If you run month-end in traditional accounting software, you know the loop:
Export the ledger to a spreadsheet. Re-enter or re-map the bank data. Reconcile line by line. Do it all again next month.
The data already existed in your software. The software just was not built to connect the two ends. That is the gap most "automation" never touches, and it is why the close still eats a week.
What the pain actually looks like
- Duplicate exports: the same transactions, cleaned up by hand, every single month
- Stale cash data: by the time the reconciliation is finished, the picture is already old
- Review by memory: nothing tells you why a match was right, so you check it anyway
The workflow we built instead
Portali is agentic accounting software, and Tali is the AI assistant inside it. In practice the month looks like this:
- Connect your bank feed. Transactions flow in on their own.
- Tali matches them against your books and attaches the evidence behind each match.
- You review the exceptions and approve. Tali never quietly decides for you.
- Ask questions in plain English: cash position, open items, unusual categories. You get answers, not a spreadsheet hunt.
The boring, repetitive part is handled. The judgment calls stay yours.
Where MCP fits
Portali speaks MCP (Model Context Protocol), so the AI agents you already use can read transactions, run reconciliations and query your books through a standard interface. No screen-scraping, no one-off integrations. It is plumbing, not the headline. The headline is that the month-end loop above stops being your job.
Who it is for
- CPAs and bookkeepers who want faster closes without losing control
- Small business owners tired of re-entering data their software already has
- Developers building finance agents that need reliable access to real books
The 17 second overview
See the reconciliation workflow: portali.tech
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