Finance Operations

Close

Month-end close, tracked to the last task.

Tracks every closing task, chases owners and drafts the explanation for variances against budget.

Closing checklist
Owner reminders
Variance commentary

At work.

What a normal day looks like, with the cases it handles and the ones it hands over.

Where a person decides

The finance lead decides what is written in the final commentary and signs off the close.

How it works.

1
Opened
At the start of the close, it creates the list of tasks with an owner and a date for each.
2
Followed
It tracks each task and reminds the owner before it is late.
3
Explained
It compares actuals with budget and drafts the explanation for the large differences.
4
Reviewed
The finance lead sees what is done, what is late and the draft commentary, then signs off.

Works with the systems you already use.

Accounting software: Balances and the budget to compare against.
Spreadsheets: The reconciliations your team already keeps.
Email and Teams: Reminders to the task owners.
Close calendar: The tasks and dates for each period.

Talk to us about Close See how people supervise agents

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