Finance use case
Month-end close
Every month, the close runs the same way: a checklist in a spreadsheet, numbers pulled by hand from systems that don't agree, and a status meeting to find out who's blocked.
Where it breaks today
The month-end close checklist is a spreadsheet with forty rows and one owner. That person spends the first three working days of every month asking whether rows are done.
The numbers come from systems that don't agree. Someone exports from one, pastes into another and reconciles the difference by hand. When a figure looks wrong, finding out why means retracing the exports.
The daily status meeting exists because the spreadsheet can't tell anyone what is blocked. By the time a blocker surfaces, the close is already late.
What it does
Month-end close works the way your team already does.
The checklist runs itself
Close tasks are tracked, assigned and escalated automatically. No spreadsheet policing.
Numbers pulled, not copied
The figures come from the source systems, so reconciliation stops being archaeology.
Blockers flagged early
You find out what's blocking sign-off on day two, not on day four.
Fewer meetings, same visibility
Status lives in the app, so the status meeting becomes optional.
How it works
- 1.Your close checklist becomes the app's task list, with the owners, order and dependencies your team already uses.
- 2.On day one, tasks are assigned automatically and each owner sees only what is theirs.
- 3.The app pulls the figures each task needs from the source systems: the ledger (Xero, NetSuite), billing (Stripe), and spend and payroll tools.
- 4.Differences between systems are flagged for the owner, with both figures side by side.
- 5.A task that is late, or waiting on another, is escalated to the person who can unblock it.
- 6.The controller sees the whole close in one view and signs off when every task is complete.
Before and after
| Step | Today | With a close app |
|---|---|---|
| Checklist | A spreadsheet one person polices | Tasks assigned and tracked automatically |
| Numbers | Exported and pasted | Pulled from source systems |
| Blockers | Found in the status meeting | Flagged as they happen |
| Status | A daily meeting | A live view |
| Next month | Starts from a copied spreadsheet | Starts from the same process, with last month's history |
Questions
Is this a replacement for our accounting system or close software?
No. Your ledger stays your ledger. The app sits across the tools you already use and handles the coordination between them.
Our close process is unusual. Does that matter?
It is the point. We map how your team runs the close, including the workarounds, and build the app around that. There is no template to conform to.
Does the app change our numbers?
The app reads figures from source systems to track and compare them. What it is allowed to write, and where, is agreed with you before build.
How much of the finance team's time does a pilot need?
A few hours from the people who run the close, mostly in week one, plus honest feedback on the early version.
Can our auditors see who did what?
Yes. Every task records who completed it and when, and audit logs are included by default.
Other use cases
Other workflows we build.
Your best people are doing the work your software should be doing.
Track builds that software, designed around how your team actually works, running on the tools you already have. A working app in days, in production within four weeks. The longer that workflow runs by hand, the more it costs you.