25 ready-made workflows across the close, revenue, spend and reporting. Every one ends in a draft for your approval.
Brings the period's bank and card activity into your ledger.
Checks bills and invoices are booked to the correct period.
Tracks sign-offs and readies the period to lock.
Chases unresolved items carried from the last close.
Ties statements to the ledger and explains every break.
Supports each balance with schedules and source documents.
Reconciles payroll postings to payments and flags leftovers.
Matches balances across entities and chases mismatches.
Builds schedules and entries under your ASC 606 policy.
Rolls forward deferrals and tracks unbilled revenue.
Reviews overdue balances and proposes reserves.
Estimates work performed but not yet invoiced.
Accrues earned wages, bonus and employee expenses.
Codes invoices and runs two- and three-way PO matching.
Flags stale, duplicate or unusual payables.
Keeps prepaid schedules current and drafts monthly expense.
Maintains depreciation and ASC 842 lease schedules.
Rolls forward ASC 718 expense and drafts entries.
Updates debt schedules and accrues interest.
Removes intercompany activity from group results.
Revalues and translates entity results for consolidation.
Combines entity TBs with consolidation adjustments.
Explains movements in the numbers in plain language.
Compares results to plan and traces the drivers.
Assembles board reporting and auditor requests.
Walk us through how your team closes today. We'll show the same work running in your tools.
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