Month-end close procedures
Capture every JE, accrual, and reconciliation step so your close runs the same way every month — even when staff changes.
e.g. How to run the month-end close in QuickBooks Online
Record your month-end close once. Never re-train on it again.
Glitter AI turns screen recordings of your QuickBooks, Sage, Xero, ADP, and Excel workflows into clean step-by-step SOPs. Your team stops asking the same questions every quarter.
11x
Faster than writing SOPs in Word
Sage / QuickBooks
Built for finance stacks
SOC 2
Type II compliant
The documentation problems finance teams face
Tribal knowledge in QuickBooks, Sage, and Excel is killing your close cycle.
New hires take weeks to learn the close
Invoicing, AP, payroll, and reconciliation live in your senior accountant's head. Every new hire becomes a 4-week shadowing project.
SOPs in Word and Google Docs go stale
Screenshots get blurry, ribbons change, your AP workflow updates — and nobody remembers to update the doc. The SOP becomes a liability.
Audit prep is a fire drill
When auditors ask "show me how you reconcile this," you scramble to recreate the workflow. Without documented procedures, every audit is a from-scratch exercise.
The same questions every quarter
How do I run the month-end JE in Sage 100 again? Where do I export the AP aging? Senior accountants lose hours to repeat questions that should be self-serve.
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How Glitter AI solves them
Record once, document forever
Hit record, run your workflow in QuickBooks or Sage, and Glitter AI generates a clean step-by-step guide with screenshots and instructions automatically.
- Auto-captures every click, keystroke, and screen
- AI-generated instructions you can edit in seconds
- Works with QuickBooks, Sage, Xero, ADP, Workday, Salesforce, Excel
- No video editing, no manual screenshots
Built for sensitive financial data
Auto-blur tools let you redact account numbers, salaries, vendor totals, and SSNs before sharing. SOC 2 Type II compliant infrastructure for your audit trail.
- One-click blur for sensitive fields and figures
- Role-based access controls
- SOC 2 Type II certified
- Export to PDF for audit documentation
Keep SOPs current without rewriting
When QuickBooks ships a new ribbon or your AP workflow changes, re-record the affected step instead of starting over. Your library stays accurate.
- Edit individual steps without re-recording
- Replace screenshots in one click
- Version history on every guide
- Comments and approvals for compliance review
Share inside your team or with auditors
Send a link to your AP team, embed in your knowledge base, or export to PDF for your auditor. No login required for view-only access.
- Public links, private links, or password-protected
- Embed in Notion, Confluence, SharePoint
- PDF and Word export
- Pulse Mode delivery for new hires
Documentation finance teams ship with Glitter AI
AP & AR workflows
Document vendor onboarding, invoice approvals, three-way matching, and aging reports. Finance teams routinely ship 50+ AP guides in Sage 100 this way.
e.g. How to enter and approve a vendor invoice in Sage 100
Payroll onboarding
Train new payroll admins on running cycles in ADP, Workday, or Paychex without losing a senior team member to shadowing for weeks.
e.g. How to run a bi-weekly payroll cycle in ADP Workforce Now
Audit prep & compliance documentation
Hand auditors a complete library of SOPs covering revenue recognition, reconciliation, and controls. Cut audit prep time in half.
e.g. How to reconcile the bank statement and prepare audit support
Tax & VAT procedures
Document quarterly tax filings, sales tax remittance, VAT returns, and 1099 prep so the right person can run them every cycle.
e.g. How to prepare and file the quarterly VAT return
Bookkeeping SOPs for client work
Accounting firms use Glitter AI to standardize how every bookkeeper handles client books — same chart of accounts mappings, same monthly checklist.
e.g. How to onboard a new client into our QuickBooks Online template
Try Glitter AI for Free
Create up to 10 guides for free - no credit card required. Turn any workflow into searchable, step-by-step documentation. Fast, accurate, and yours to try today.
Built for finance compliance
Glitter AI is SOC 2 Type II certified, supports SSO, and offers granular access controls so your documentation library meets the same bar as the rest of your finance stack. Auto-blur tools keep sensitive figures, account numbers, and PII out of guides shared with vendors or auditors.
SOC 2 Type II GDPR SSO
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FEATURES
- 10 guides
- Desktop and browser support
- Convert any video to a guide
- Export to PDF, HTML, Markdown
- Support for 99 languages
Frequently Asked Questions
Does Glitter AI work with QuickBooks, Sage, and Xero?
Yes. Glitter AI is software-agnostic — it captures any desktop or web workflow, including QuickBooks Online and Desktop, Sage 100, Sage Paperless, Sage Intacct, Xero, NetSuite, ADP, Workday, Salesforce, and Excel.
Is Glitter AI SOC 2 compliant?
Yes — Glitter AI is SOC 2 Type II certified. Many of our finance customers use Glitter AI as part of their audit trail and controls documentation.
Can I redact sensitive financial data from recordings?
Yes. Glitter AI's auto-blur tools let you mask account numbers, vendor totals, salaries, SSNs, and any other sensitive field with one click before sharing or publishing.
How is this different from Scribe or Tango?
Glitter AI is purpose-built for longer, more complex workflows like month-end close — not just 3-step how-tos. It also has stronger editing, blur, and PDF-export tools that finance teams need for audit documentation.
Can I share guides with auditors who don't have an account?
Yes. Public and password-protected links let auditors view guides without creating an account, and you can export any guide to PDF or Word for permanent audit records.
How long does it take to document a process?
Most finance SOPs take 5–15 minutes total — record the workflow once, edit the auto-generated steps, and publish. Compared to writing it up in Word with manual screenshots, it's about 11x faster.
Can my whole team collaborate on a single SOP library?
Yes. Teams get shared workspaces, folders by department or process, role-based access, and review/approval workflows so your library stays organized as it scales.
What size finance teams use Glitter AI?
From 2-person bookkeeping firms to 200-person accounting departments. The pattern is the same — tribal knowledge in spreadsheets and seniors' heads, finally written down.
Why finance teams pick Glitter AI over Word, Scribe, and Tango
Finance SOPs benefit most from Glitter’s contextual narration. Tools that just capture clicks miss the conditional logic (“only if invoice >$10K”, “skip at month-end”) that makes finance processes correct. Glitter generates step descriptions from your voice — explaining why you’re doing something, not just what you clicked.
If your team runs on QuickBooks, Sage, Xero, ADP, or Excel, you already know the problem. Your senior controller knows how to run month-end close. The AP lead knows the three-way match exception path by heart. Your payroll admin somehow remembers which adjustments survive a Workday upgrade. And almost none of it is written down. When those people are out sick, on PTO, or move on to a new job, the work just stops.
Most finance teams have tried to patch this with a Word doc, a Confluence page, or a half-finished Notion wiki. The issue isn’t really where you store it - it’s the cost of creating and maintaining the thing. Writing up a month-end close SOP with manual screenshots eats hours. Then QuickBooks ships a new layout and you’re back at it. So, predictably, nobody does it.
Glitter AI flips that math. You record yourself running the workflow once, the same way you’d walk a new hire through it on Zoom, and Glitter AI spits out a step-by-step SOP with screenshots, captions, and editable instructions. Re-recording a single step takes seconds. That’s why finance teams ship 50+ guides in their first month instead of one stale doc per quarter.
What finance & accounting teams document with Glitter AI
Finance and accounting teams using Glitter AI most often document:
- Invoicing - sending invoices, applying payments, AR aging, collections workflows
- Payroll - running cycles in ADP, Workday, Paychex, Gusto; onboarding new employees; year-end W-2/1099 prep
- Tax & VAT - quarterly filings, sales tax remittance, VAT returns, 1099 prep
- Bank reconciliation - month-end recs in QuickBooks, Sage, Xero
- Accounts payable - vendor onboarding, three-way matching, expense report approval, AP aging
- Bookkeeping - chart of accounts management, journal entries, client onboarding for accounting firms
- Audit support - controls documentation, walkthroughs for SOX/SOC audits
If it lives in a spreadsheet, an ERP, or a senior accountant’s muscle memory, Glitter AI can document it.
Built for the tools finance teams actually use
Glitter AI works with anything that runs on a screen. The finance stacks our customers tend to document include QuickBooks Online and Desktop, Sage 100, Sage Paperless, Sage Intacct, Xero, NetSuite, Workday, ADP, Paychex, Gusto, Salesforce, Procore, Deltek, and Excel. Nothing to install. If you can record it, Glitter AI can document it.