Book Close

The book close, in one place

Built for construction finance teams running Viewpoint Spectrum. Each month's close board is created for you, open tasks carry forward, and every task has an owner, PMs included.

Monthly Close Board

Each month's close board is created for you

Set up your book close once. Every month Vergo creates the new close board automatically, and anything still open from last month carries forward, so nothing drops between periods.

Close board created automatically each month
Open tasks carry forward to the next month
Recurring tasks built from your own checklist
Close Checklist12 tasks
Account Reconciliation
JL
Apr 3
Vendor Billing Review
SK
Apr 4
Variance Review
MT
Apr 5
3 of 12 complete
JL
SK
MT
Owners & Notifications

Every task has an owner, PMs included

Assign each task to the person who does it, whether that's someone in accounting or a project manager. Choose the tasks you want to hear about, and Vergo notifies you when they're complete, so you're not chasing updates over email.

Owners assigned to every task, including PMs
Notify-on-complete for the tasks you choose
Comments kept on the task, not in an inbox
AI summary of what's holding the close up
Account Reconciliation
In Review
SM
JR
KL
3 collaborators
SM
Sarah M.2m ago

Accounts tied out to GL — ready for review

JR
James R.1m ago

Confirmed, balances match vendor invoices. Approved ✓

KL
Kate L.Just now

Balance updated for Account 1042 — closing this task

SM
Add a comment...
Example Checklist

A close checklist built for a Spectrum contractor

Start from the work your team already does at month end in Viewpoint Spectrum. Here's what a typical construction close board looks like in Vergo.

Bank, card and balance sheet reconciliations
Job cost review complete
Change orders logged
PM P&L reviews
WIP and over/under billing
Retainage
Accruals
Balance Sheet Reconciliations
SourcevsSpectrum GL
DescriptionSourceSpectrum GLStatus
1010 Cash$842,310$842,310
Matched
1200 AR$1.46M$1.46M
Matched
1250 Retainage$218,400$214,900
Exception$3,500
2150 Credit Cards$38,925$38,925
Matched
3 matched · 1 exception$3,500 to review
Months Stay Separate

Catch up cleanly, even when someone is out

Each month keeps its own board, so if you fall behind you can catch up one month at a time without mixing periods. And because the process lives in Vergo, not in someone's inbox, work keeps moving when a person is out. A new team member can pick up a queue mid-month and see exactly what's left.

Each month kept separate for clean catch-up
The process lives in Vergo, not in an inbox
Anyone can pick up a queue mid-month
Deadline TrackerApr 2026
Journal EntriesDue Apr 2
On Track
Account ReconciliationDue Apr 4
On Track
Controller Sign-offDue Apr 5
At Risk
Close progress67%

Stop asking “where does this live?”

See your month-end close set up as a board your whole team, PMs included, can work from.

Book a Demo

What construction finance teams are saying

“Since the transition to Vergo, we have been able to cut back the time spent on reconciliations immensely. What was a full time job previously, takes about an hour to process daily!”

Taylor Ricard

Controller, Moss Utilities

“Since the signing I cannot speak highly enough of the customer service we have received, the team are continuously improving the product and are always on hand to jump on a call.”

Mark Goan

Accountant, JMB

Every month's close, in one place

See how Spectrum finance teams run the book close in Vergo, with owners on every task and each month kept separate.