AI Close Analyst Role

Costpoint's agentic financial close functionality leverages Dela to review financial close activity and identify items that require manual review.

The AI Close Analyst Command Center helps you monitor the financial close process and address issues identified during Dela's review across supported Costpoint domains. It provides a centralized view that enables you to:

• See how many entries and transactions Dela reviewed and how many were flagged.
• View a consolidated summary of entries and transactions flagged by Dela for review.
• Navigate directly to relevant Costpoint applications to resolve flagged exceptions.

To access the AI Close Analyst Command Center, you must be assigned to the CC__AI_CLOSE_ANALYST user group using the Manage Users application.