Hassle-free checks, superfast close

That is what you need during the month-end close process.

Close processClose processClose processClose 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 process
Close process

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.

Close process

A constructive approach to month & year-end close

The fast track to flawless books closing

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.

Close process


Eliminate the hassle of juggling between multiple spreadsheets and documents. Easily attach supportive workpapers 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.


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

Let's move toward a better solution

14-day free trial


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