FinanceOS · Month-End Close
A faster close, with controls built in.
Run the monthly close from one checklist — reconciliations, journal entries, reviews, and flux analysis — so every month closes on schedule and stands up to audit.
The problem
The close shouldn't depend on one person's memory.
- Close checklists living in spreadsheets
- Reconciliations done late or inconsistently
- No clear sign-off or review trail
- Unexplained swings found after reporting
Capabilities
What Month-End Close in FinanceOS does.
Close calendar
Tasks, owners, dependencies, and due dates for every close.
Reconciliations
Bank and balance sheet reconciliations with supporting evidence.
Review & sign-off
Preparer and reviewer controls on every task and entry.
AI flux analysis
Flags unusual period-over-period movements and suggests explanations.
Audit trail
Every change, approval, and attachment preserved.
Period lock
Clear status of what is closed, open, and in review.
How it works
01
Standardize
Build the close checklist once.
02
Execute
Assign, track, and complete tasks.
03
Review
Sign-offs and AI flux checks.
04
Close
Lock the period and publish reporting.
Outcomes
- Fewer close days
- Consistent, repeatable process
- Audit-ready documentation
- Fewer post-close adjustments
- Clear accountability
- Earlier reporting to leadership