Finance & banking
Month-end close. Same steps, every month.
Collection, reconciliation, review, and approval, in linked steps with an owner for each.
Month-end closeThe template you start from when you pick your industry at sign-up.
IndustryFinance & banking
Stages and first tasks
1CollectionEntriesInvoices
2ReconciliationBank reconciliationSupplier reconciliation
3ReviewReview entriesNotes
4ApprovalCFO sign-offClose the month
Month-end close
Search tasks, projects, and meetings
M
Month-end closeAugustSeptember
CollectionNDoneOct 5
2ReconciliationKIn progressDoneOct 12
3ReviewSOpenIn progressOct 14Auto
4ApprovalMOpenOct 16
Review tasks
Review daily entriesSOpenIn progress
Review expensesSOpen