Month-end close
A checklist that cannot lie to you
Every item is computed from the books rather than ticked by hand, so nothing can show green while the thing it describes is still outstanding.
Month-End Close
Every item computed from the books rather than hand-ticked, so the checklist cannot be green while the thing it describes is not done. 1 outstanding.
Close checklist
As at 28 August 2026
Hartwell & Voss LLP’s books, as at 28 August 2026. Not a mock-up and not a screenshot — this is the screen, drawn from the same figures the firm sees.
Nothing is hand-ticked
A checkbox anybody can tick is a checkbox that gets ticked. Each row here reads the books and reports what it finds, so it goes green when the work is done and not before.
It tells you what is holding the month open
Sync freshness, trust reconciliation, receivables past ninety days, billing issued, payroll posted. Each one links to where it gets fixed.
Close stops being a scramble
Working the exceptions as they appear rather than in the last week of the month is the whole difference between a close and a fire drill.
Open it yourself
The whole application, on a firm with six months of books behind it.
The rest of the product