For accounting teams of 2 to 8

Never chase missing month-end evidence again

Know what is complete, what evidence is missing, and who must sign off before the books close. Recurring close checklists, proof attachments, preparer and reviewer signoff, and automatic reminders, without a full close-management suite.

Start your close checklist Explore the demo workspace

No credit card required. See pricing

Close period

September 2026

Books close

WD 5 · Oct 7

11 of 18 tasks approved61%

Task	Preparer	Reviewer	Evidence	Status
Bank statement files, all accounts C-01 · due Oct 1 · P Sarah · R Mike Approved	SCSarah	MJMike	4 / 4	Approved
Payroll journal evidence C-02 · due Oct 1 · P Alex · R Sarah Approved	AKAlex	SCSarah	2 / 2	Approved
Accrual support documentation C-03 · due Oct 2 · P Sarah · R Mike Submitted	SCSarah	MJMike	3 / 3	Submitted
Revenue deferral schedule C-04 · due Oct 5 · P Mike · R Alex In progress	MJMike	AKAlex	1 / 2	In progress
Fixed asset additions C-05 · due Oct 5 · P Alex · R Mike Reopened	AKAlex	MJMike	0 / 1	Reopened
Intercompany balances confirmed C-06 · due Oct 6 · P Jane · R Sarah Not started	JSJane	SCSarah	0 / 2	Not started

+ 12 more tasks2 missing evidence · 1 awaiting review

How it works

The same close, every month, with proof

01
Build your close template
Define 5 to 30 recurring tasks with fixed preparers, reviewers, due-date rules relative to month end, and the evidence each task requires.
02
Collect evidence and signoff
Preparers attach source documents or links and submit for review. Reviewers approve or request changes, and the full history is kept.
03
Close with confidence
Automatic reminders for upcoming, overdue and evidence-missing tasks. The dashboard shows blockers and a close-ready indicator based on your configured tasks.

Web console and MCP

Ask Claude or ChatGPT what is still open

Connect your workspace over MCP and ask which tasks block the close, who still owes evidence, or what is waiting for review. Approval stays a human action: segregation of duties is enforced in the database, so an agent cannot sign off its own work.

How we protect close data

You ask

What is still blocking the September close?

The Finance Lead via MCP

C-05Fixed asset additions: reopened, 0 of 1 evidence files, preparer Alex Kim
C-04Revenue deferral schedule: 1 of 2 evidence files, due Oct 5
C-06Intercompany balances: not started, due Oct 6

Scope

A close tracker, not an accounting suite

What it does

Recurring monthly and quarterly close checklists
Evidence attachments per task (file, link, note)
Preparer and reviewer signoff with segregation of duties
Business-day due dates and automatic reminders
Activity trail of every submission and approval

What it does not do

Bookkeeping, reconciliations or journal entries
Connect to your bank, ERP or general ledger
Upload or store full GL data
Give financial or tax advice

Set up your October close this week

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