Product / month end close automation software
Month-end close automation for small finance teams
Close software for small teams is either a checklist tool that still needs someone to do every step, or an enterprise platform priced for a department. A runbook is different: it does the routine steps itself, in your ledger, and asks a person only where judgment is needed.
How it is done by hand today
- Cut off, then run sub-ledgers, accruals, prepaids, intercompany and flux in a fixed order.
- Chase sign-offs by email and Slack.
- Reconcile, review, adjust, and lock the period.
- Update the checklist and start the board pack.
What the runbook does
- Runs the checklist from day one to day five, in order, holding any step that needs a person.
- Executes the routine steps: accruals, prepaid releases, intercompany netting, flux notes.
- Collects sign-offs from named approvers and locks the period when the last one lands.
- Logs every action so the auditor can follow the close end to end.
What it costs you today
Days the close takes times the people involved, plus the cost of everything that waits on it: the board pack, the cash view, the next hire decision. We quantify it for you, free, before anything is built.
Questions we get
Will it post something wrong?
Nothing sensitive posts without a named approver, and every posting links to its source records.
Do we keep our checklist?
Yes. The runbook is your checklist, written once and run every period.
How long until it is live?
Three to four weeks for the first runbook, usually one close step, then expand.
Bring this workflow to a call and we will quantify what it costs you, free, in a week.