Month-End Close

Month-end checklist
1

Collaborate across the company by assigning task ownership and keeping track of month-end status in a central checklist

2

Load transactional data from a variety of sources and perform account reconciliations

3

Close the books faster while providing auditability across the whole process

Want to shorten your Month-End Cycle?

Month-End Process

  • Load your GL and transaction data
  • Complete your account reconciliations
  • Collect data and determine additional entries
  • Assign ownership across the team
  • Track progress and audit the results
Month-end close process