Closes the month like your best controller would — specific, named deliverables, not a vague checklist.
A CFO clicking into this page should see the same specific, named deliverables she’d list if describing her own team’s month-end work — each one verified against an actual workflow template or tool, not asserted.
Accounts payable review. AP bill posting. AR invoice creation, at volume — one invoice previewed and confirmed at a time, in sequence, within one session, not a bulk CSV upload. Account classification review. GST/tax code review. Prepayments review. Accruals recommendations. Balance sheet reconciliation. Bank reconciliation. Multi-entity and intercompany reconciliation — identifying invoices between entities by matching contact names to other entities; this is detection and visibility, not automated elimination-posting. Journal posting and lock periods, with preview-then-confirm throughout.
Connect your Xero account and see what it finds on your actual last close, not a demo.