Period Close Assistant

Guided checklist and workflow tool for month-end and year-end close. Tracks reconciliation completion rates, flags outstanding exceptions, and generates a close sign-off report.

• Reconcile
• Period close
• Month-end
• Checklist

How to install

1. Navigate to Reconcile → Period Close in the platform.
2. Select the period you are closing.
3. Work through the auto-generated checklist — each item links to the relevant exception queue.
4. Generate and download the sign-off report when all items are complete.