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Accounting
7 min
Closing the books in 3 days instead of 3 weeks
A practical month-end checklist for small finance teams, plus the automations that make it painless.
Sofia Marin
Automate the boring parts
Bank feeds, receipt matching and categorisation should happen daily, not at month end. When transactions are clean all month, closing becomes a review instead of a rebuild.
A three-day checklist
Day one: reconcile bank and card accounts. Day two: review accruals, payroll and deferred revenue. Day three: variance analysis and a short report for the leadership team.
Share the numbers
A close is only useful if people read it. Send a one-page summary with runway, burn and the three biggest changes from last month.
Join 2,000+ startups that close their books faster and always know their runway.