For accounting teams of 2 to 8
Know what is complete, what evidence is missing, and who must sign off before the books close. Recurring close checklists, proof attachments, preparer and reviewer signoff, and automatic reminders, without a full close-management suite.
No credit card required. See pricing
Close period
Books close
WD 5 · Oct 7
| Done | Task | Preparer | Reviewer | Evidence | Status |
|---|---|---|---|---|---|
Bank statement files, all accounts C-01 · due Oct 1 · P Sarah · R Mike Approved | SCSarah | MJMike | 4 / 4 | Approved | |
Payroll journal evidence C-02 · due Oct 1 · P Alex · R Sarah Approved | AKAlex | SCSarah | 2 / 2 | Approved | |
Accrual support documentation C-03 · due Oct 2 · P Sarah · R Mike Submitted | SCSarah | MJMike | 3 / 3 | Submitted | |
Revenue deferral schedule C-04 · due Oct 5 · P Mike · R Alex In progress | MJMike | AKAlex | 1 / 2 | In progress | |
Fixed asset additions C-05 · due Oct 5 · P Alex · R Mike Reopened | AKAlex | MJMike | 0 / 1 | Reopened | |
Intercompany balances confirmed C-06 · due Oct 6 · P Jane · R Sarah Not started | JSJane | SCSarah | 0 / 2 | Not started |
How it works
Define 5 to 30 recurring tasks with fixed preparers, reviewers, due-date rules relative to month end, and the evidence each task requires.
Preparers attach source documents or links and submit for review. Reviewers approve or request changes, and the full history is kept.
Automatic reminders for upcoming, overdue and evidence-missing tasks. The dashboard shows blockers and a close-ready indicator based on your configured tasks.
Web console and MCP
Connect your workspace over MCP and ask which tasks block the close, who still owes evidence, or what is waiting for review. Approval stays a human action: segregation of duties is enforced in the database, so an agent cannot sign off its own work.
How we protect close dataYou ask
What is still blocking the September close?
The Finance Lead via MCP
Scope
Start with a 14-day free trial. No credit card required.