Close Collaboration

Close the books faster, with more control

Manage your entire month-end close in one place. Track tasks, automate reconciliations, and hit every deadline with complete visibility.

Task Tracking

Build and manage your close checklist

Create close checklists from scratch or templates. Assign owners, set deadlines, track dependencies, and monitor progress in real time so nothing falls through the cracks.

Customizable close checklists
Task dependencies and deadlines
Recurring task templates
Close Checklist12 tasks
Revenue Recognition
JL
Apr 3
Bank Reconciliation
SK
Apr 4
Accruals Review
MT
Apr 5
3 of 12 complete
JL
SK
MT
Team Collaboration

Work together on every task in real time

Comment directly on tasks, tag teammates for sign-off, and keep every conversation tied to the work. No more chasing updates over email or Teams — your whole team collaborates in one place.

Threaded comments on every task
Tag teammates for review and sign-off
Full activity history and audit trail
Accruals Review
In Review
SM
JR
KL
3 collaborators
SM
Sarah M.2m ago

Accruals tied out — ready for review

JR
James R.1m ago

Confirmed, numbers match the GL. Approved ✓

KL
Kate L.Just now

Posting to final — closing this task

SM
Add a comment...
Reconciliation

Reconcile accounts with confidence

Automate matching, flag exceptions, and maintain a complete audit trail. Your team reviews only what needs attention while agents handle the rest.

Automated transaction matching
Exception flagging and resolution
Complete audit trail
Month-End CloseApril 2026
100%Complete
5 of 5 steps completeClose Complete
Deadline Management

Never miss a close deadline

Track every milestone with real-time progress dashboards. Get proactive alerts when tasks are at risk and maintain full visibility across your team.

Real-time progress tracking
At-risk task alerts
Cross-team visibility
Deadline TrackerApr 2026
Journal EntriesDue Apr 2
On Track
ReconciliationsDue Apr 4
On Track
Final ReviewDue Apr 5
At Risk
Close progress67%

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What accounting 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

The integration with our ERP made the decision easy. With a few clicks in the Vergo app - our team are turning expenses in more timely, not to mention the ease of review and approval with the online platform.

Laurie Weisensel

CFO, DNT

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

Close with confidence

See how Vergo helps accounting teams close faster with full control and visibility.