Hassle-free checks, superfast close
That is what you need during the month-end close process.
Close features
Dashboard for close status
Effortlessly keep track of your books-closing work with just a glance at the organized dashboard. Stay enlightened about your work strategy with ease. No more sifting through endless spreadsheets, wondering where you left off or what you need to do next.
Close checklist
Create substeps or review checkpoints for any account, making it easier for the team to review.
Review notes
Add review notes as justifying statements to explain the status of the review points and make the close process transparent and effortless, eliminating manual back-and-forth efforts.
A constructive approach to month & year-end close
Internal comments and client questions
No more endless emails or calls back and forth. Comment internally and address a specific person in your team for a quick resolution. Get quick resolutions to any client questions or concerns.
Work papers
Eliminate the hassle of juggling between multiple spreadsheets and documents. Easily attach supportive work papers and respective document links to the GL Rec in one convenient spot.
Time tracking
Set an estimated time for any task and track the actual time it takes to complete it.
Reconciliation discrepancy
Receive instant alerts when any changes are made to GL Recs you've already reconciled and signed off on.
Preparer/reviewer
Manage segregation of duties with the built-in preparer and reviewer roles with separate due dates and sign-offs.
The advantages that you enjoy!
80% faster close
Organized and smooth close
Greater control and accountability
Enhanced team collaboration
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