Month-End Close & Governance
Run month-end close with task sequencing, controls, and a built-in audit trail on every action.
Overview
Month-End Close & Governance gives controllers and finance teams a structured close checklist with dependencies, owners, and status tracking, so nothing is missed and the timeline stays on track. Every sign-off, reconciliation, and journal entry approval is captured in an immutable audit trail, giving you SOX-ready documentation and segregation-of-duties evidence without extra prep work. Close the books and hand auditors a clean record in the same pass.
The problem
Finance teams run the month-end close in spreadsheets and email, leaving no reliable record of who did what, when, and with what approval.
How it works
It models the close as a sequenced checklist of tasks with dependencies, owners, and review sign-offs, logging every state change, reconciliation, and approval to a tamper-evident audit trail for SOX and external audit.
Use cases
- Run a recurring month-end close with task sequencing, owners, and blocker tracking
- Capture preparer and reviewer sign-offs on reconciliations and journal entries for SOX 404 evidence
- Hand external auditors a complete, timestamped record of close activities and approvals
Tech stack
Tags
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