CloseBook: month-end close without the shared spreadsheet checklist
Every month-end, someone owns a checklist: banks, AR, AP, payroll, accruals, flux, lock the period. In many mid-market shops that list lives in a shared sheet that does not show what is blocked, whether required work is
Every month-end, someone owns a checklist: banks, AR, AP, payroll, accruals, flux, lock the period. In many mid-market shops that list lives in a shared sheet that does not show what is blocked, whether required work is done, or who signed off.
CloseBook is a free, local-first month-end close checklist for controllers. Data stays in the browser.
What you get
- Multi-period close with soft and hard close dates
- Default mid-market task template (cash, AR, AP, payroll, tax, reportingβ¦)
- Owners, due dates, blockers, evidence notes
- Required vs optional progress % and ready-to-close gate
- Sign-off, clone β next month, CSV
Honest limits
Not an ERP period lock and not audit software. Tailor the default tasks to your entity.
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Originally published by Dev.to WebDev. Aggregated on AIWithGhost for educational purposes β full credit and traffic to the original publisher.