[Upcoming] Your month-end with Anrok MCP: a SaaS CFO's sales tax playbook

Every month-end, someone has to prove that the tax in your billing system matches the tax in Anrok. Most teams get there by exporting from both and lining them up in a spreadsheet by hand. Every mismatch takes time to chase down, and every one that gets missed is audit exposure.

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Fractional CFO Chris Ortega runs this reconciliation for the clients he works with. In this session, he walks through his month-end process, and you’ll watch Anrok MCP do the first pass live in Claude: Anrok against billing by jurisdiction, then a drill-down into what explains each variance. You’ll leave with a playbook you can run at your next close.

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What we'll cover

• Why month-end sales tax reconciliation takes so long, and where mismatches come from
• How to reconcile Anrok against Stripe, NetSuite or your billing system by jurisdiction, then drill into the variances that matter
• What an agent can explain on its own (credits, refunds, tax ID changes) and what still needs human review
• Which month-end work to hand to an agent, and what to keep for a human
• How to get started, including connecting Anrok to Claude or your chosen AI assistant in about five minutes

Who should attend

• CFOs and fractional CFOs who own the month-end close
• Controllers and accounting leads who handle reconciliation
• Tax and finance operations leads who review returns before they go out
• Finance systems owners connecting AI tools to their stack

Built for growth-stage companies with $1M to $50M in revenue that sell software or products across states or countries.