Know where every close stands without asking anyone.
A live board that tracks every client's month-end close — each step, each owner, each blocker — so you stop reconstructing status from memory and Slack threads.
Month-End Close — May 2025
Reconciling
2Atlas Freight
3 accounts left
Birch Dental
waiting on client
Adjusting
1Cove Realty
accruals
Review
2Dunmore Inc
blocked · day 9
Evergreen Co
in review
Signed off
2Foster Group
closed day 5
Gable & Co
closed day 6
The problem
Why this work is quietly expensive.
3.5 days
shaved off average close time
Illustrative — firms typically recover the most time on blocked-step detection.
Month-end is run on a spreadsheet, a few recurring tasks, and what people remember. To answer "are we on track?" a manager has to ping three people and open four QuickBooks files.
Closes don't slip because the work is hard. They slip because a single blocked step — a missing statement, an un-reconciled account — sits unnoticed until review, and by then the whole client is behind.
When you run 20 or 40 closes a month, the lack of a shared, current picture is the bottleneck. The work is fine; the visibility is the problem.
How the automation works
Step by step, on your existing tools.
Every close becomes a tracked checklist
Each client's close is broken into your real steps — reconciliations, accruals, review, sign-off — with an owner and a due day. The same standard, applied every month, automatically.
Status updates itself from your tools
When an account is reconciled in QuickBooks or Xero, the step ticks over. Nobody updates a tracker by hand — the board reflects what's actually happened in the books.
Blockers surface immediately
A step that's stuck past its due day is flagged with the reason. Waiting on a client? Waiting on review? You see it on day 4, not at sign-off.
You get one board for the whole month
Partners see every client, every stage, every owner in one view — plus a clean trend on how close time is moving across the firm.
Connects to the tools you already run:
What's included
Everything in the system.
Built, connected, tuned, and maintained — not handed over as a template you have to run yourself.
Standardized close checklist per client, applied every month
Live status pulled from QuickBooks / Xero where possible
Owner and due-day tracking for every step
Blocker flagging with reason codes (client / review / data)
Firm-wide dashboard with close-time trend
Month-end summary delivered to partners automatically
Questions
The things firm owners ask first.
Straight answers. If yours isn't here, it's the first thing we'll cover on the call.
Ready to stop running month-end close by hand?
A focused 15-minute call. We look at how you do this today and show you exactly what the automated version looks like on your tools.
Built for US & Canadian firms with 2–20 staff.