Month-end close for finance teams of one

Month-end,minusthemonth.

Closely reconciles, matches and drafts your close every month, so you only touch the parts that need a human.

214 unmatchedReceipts matchedClosed on day 3

Note to selfDay 9 of close

01The backlog

Every month starts the same way.

You're still behind on the last one.

September closeManual

Bank reconciliation–

Chasing receipts–

Categorizing spend–

Accrual entries–

Day 1 of the month

Still open

02The hours

Forty hours of copy and paste

before anyone sees a number.

Where close time goesWith Closely

Busywork

80%

Judgment

20%

03The shift

Most of a close isn't accounting. It's matching.

Hand that off, and the hours turn into judgment.

Founder

Ops lead

Controller

Gets evenings back

04Who wins

The biggest change isn't for the founder.

It's for whoever closes the books.

October close

Northwind Studio · 3 accounts

Bank feeds synced

3 accounts, 1,284 lines

Receipts matched

211 of 214, 3 flagged

Accruals drafted

6 entries ready for review

Review assigned

Controller, due Nov 3

05Inside a close

Closely pulls every feed,

matches every receipt,

and hands you only what needs a human.

✦

One-click close

Connect and forget

Close my books

Collect

Match

Categorize

Review

Report

You sign off here

06The honest part

It's not a magic button.

We map how your team closes,

then run it the same way every month.

The old way

Day 11

Still reconciling

With Closely

Day 3

Books closed

07The payoff

So when the month ends,

who gets to log off first?

Close October by November 3rd.

Two weeks of setup with our team, then a close that runs itself. Your accountant stays in charge of every number.

Thanks, we'll be in touch today.

Read-only bank accessYour accountant signs offLive in two weeks