Finance
Run a month-end close readiness check
The close checklist shows reconciled accounts, missing support, unresolved variances, owners, and next actions without posting entries.
FoundersLast business day at 4pm
Prompt
Review the month-end close checklist, ledger summaries, bank and card reconciliations, open invoices, bills, and supporting email. Update the checklist with verified status, owner, evidence link, and unresolved variance for each item. Do not post journal entries or finalize the close without exact approval.
Works with
QuickBooksGoogle SheetsGmail
