Spreadsheets weren't built for close.
You're tracking tasks in Excel, status in email, and deadlines in your head. When something slips, you don't know until it's too late. Your close process deserves better than a patchwork of tools.
How it works
1
Create tasks with clear owners
Organize your close tasks by category — reconciliations, accruals, reports, and more. Every task has a clear owner.
2
Assign to team members or external parties
Tasks can be assigned to your team or external stakeholders who need to provide information.
3
Track completion in real-time
See exactly where you stand at any moment. No more asking around or checking multiple systems.
4
See what's overdue at a glance
Overdue items surface automatically. Know what needs attention before it becomes a problem.
What you'll achieve
Close faster with fewer surprises
Know exactly where you stand at any moment
Stop asking "did this get done?"
Build repeatable processes that scale