Month-End Closer
The close checklist, run end to end.
Business Benefits
- Close cycle shortened by days
- Consistent, documented close procedures every month
- The commentary arrives written, ready to challenge
- A repeatable close that does not depend on one person
Key Features
- Runs the month-end close checklist end to end
- Prepares accruals, roll-forwards and journal entries
- Drafts variance commentary against budget and prior periods
- Produces close reports for controller review
- Assembles the close package for controller review
Interaction Channels and Integrations
Connects to
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Google Drive
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MS SharePoint
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SAP
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Microsoft Power BI
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Anthropic Web Chatbot (Claude)
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Google Chat (Read, Reply)
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MS Excel
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Google Sheets
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WebChat (Widget)
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Slack
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Microsoft Teams (Chat)
At a Glance
Trigger
the close calendar date is reached
Human in the loop
every journal entry is approved before posting
Modelled time saving
66% across 5 core processes
A ten-day close becomes five, and the variance commentary is drafted rather than dictated.
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