Common Questions about Mesh

Accrual automation is software that identifies which vendors and transactions need an accrual or prepaid entry each period and calculates the amount, using signals from procurement, AP, contracts, and internal communication instead of a person building and maintaining a manual spreadsheet schedule. Mesh is accrual automation software built for mid-market finance teams.

Mesh connects read-only to the systems that already hold accrual evidence, procurement records, AP inboxes, contracts, Slack and Teams messages, then applies your team's accrual policy consistently across vendors. Confident entries move to a review queue for approval, and anything with a missing assumption or unusual change gets flagged for a person instead of being guessed at.

The most common categories are unbilled accruals (work or goods received with no invoice yet), prepaid expense amortization, and recurring accruals tied to known contract terms. Mesh handles all three, including the hardest case, unbilled accruals with no PO or invoice trail, by reading signals your ERP never sees.

Most automation tools, RPA included, replay clicks and break the moment a screen changes. Mesh understands accrual accounting: it reads source documents, applies the judgment your team encodes, and explains every figure. Instead of automating a fragile workflow, it produces auditable journal entries with assumptions and lineage attached, work an auditor can actually follow.

Native ERP amortization tools typically require a manually built schedule and work best for simple, predictable entries. Mesh reads signals your ERP does not have, procurement records, AP inbox messages, Slack threads, to catch accruals with no PO or invoice yet, which is where most manual accrual time actually goes.

No. Mesh removes the manual gathering, tie-outs, and copy-paste that consume close week, so your team spends its time on judgment and review instead. Controllers stay in control, approving entries, setting policy, and handling exceptions. Mesh is leverage for the people you have, not a replacement for them.

Most internal builds stall on maintenance, not the first version. Mesh maintains the connectors, judgment logic, and audit trail as your vendors, ERP, and team change, so it does not rot the moment its author leaves. You get versioned rules, exception flagging, and full lineage out of the box, not a brittle script to babysit.

Mesh connects to major ERPs including NetSuite, Sage Intacct, and QuickBooks, plus procurement tools, AP inboxes, contract repositories, and data warehouses. It also reads context from Slack, Teams, and email. If a system holds vendor signal, we likely already integrate, and we add connectors based on customer demand.

Yes. Mesh reads purchase orders, receipts, and approval activity directly from procurement systems like Coupa and Zip, and pairs that with what lands in your AP inbox and the records already native to your ERP. Signals a PO-only view would miss, a vendor confirming delivery over email or an invoice that never references its PO, still get matched to the right accrual.

Only when you choose to enable posting, and only after human approval. Mesh runs read-only by default, it gathers and drafts without touching your books. If you turn on write-back, every entry still passes through your review queue first, and you can revoke posting access at any time.

That is the normal case, not the exception. Mesh reconciles signals across documents, systems, and messages, normalizes vendor names and amounts, and flags what it cannot confidently resolve. Instead of forcing clean inputs, it surfaces the gaps, missing statements, mismatched totals, so your team fixes the few things that genuinely need a human.

Yes, Mesh is SOC 2 Type II certified, audited annually by an independent third party. Your data is encrypted in transit and at rest and hosted in US-based AWS regions. Access is least-privilege by default, and we never train shared models on your financial data. Regional data residency is available on enterprise plans.

No. Your financial data is never used to train shared or third-party models. Mesh applies your encoded logic within your isolated tenant, and any model use runs under strict data-processing terms with no retention for training. Your numbers stay yours, used only to do your work.

Always. Mesh never posts to your ERP on its own. Every accrual it drafts lands in a review queue where your team approves, edits, or rejects it before anything syncs. You remain as the system of record, Mesh handles gathering, calculation, and documentation, and your controllers keep the final sign-off.

Once you approve an entry, Mesh writes it to your ERP through the same standard integration your team would use, with the assumptions and supporting evidence attached. You choose whether to post automatically on approval or stage entries for a batch. Either way, nothing reaches your books without sign-off.

Audits become a query, not a fire drill. Every figure carries a complete, time-stamped record of its sources, assumptions, calculations, and approvals. When an auditor asks where a number came from, you click it and show the lineage, no reconstructing logic from memory or hunting through old spreadsheet tabs.

Yes. Mesh enforces segregation of duties through role-based approvals, logs every action immutably, and documents the control automatically as work happens. The consistent, versioned logic and complete evidence trail give your SOX program the repeatability and documentation it needs, without your team maintaining a separate binder of screenshots.

Yes. Most teams start with a focused proof of concept on one entity or a handful of vendors, using recent close workbook(s) you already trust. It takes days, not months: we connect read-only, replay the period, and you compare Mesh's output against your own. No rip-and-replace required to see the value.

We connect to your ERP and procurement systems (i.e. Coupa, Zip) with read-only access, then sit with your team to encode your existing accrual logic once. Most teams run their first Mesh-assisted close within weeks, resulting in minimal disruption to your close cycles.

Pricing is based on the work Mesh handles for you, entities, volume, and the systems you connect, not per seat, so adding reviewers never costs more. After a short scoping call we give you a flat, predictable annual number. Most teams find it well below the cost of the close days it returns.