A pre-built month-end routine: GL checks, AR aging, revenue reconciliation.
A multi-section checklist report: GL anomalies, AR over 60 days, revenue recognition exceptions, and a sign-off summary.
Small-business month-end without a controller. The agent runs the standard close checklist on this month’s exports — checks for unbalanced GL entries, flags AR aging > 60 days, reconciles Stripe payouts to bank deposits, surfaces revenue recognition exceptions — and produces a sign-off-ready checklist report.
Use this when: you’re a founder or small-business owner doing month-end yourself and want a sanity check before you close the books.
Drop in your CSV or connect your database. Get the answer in under 60 seconds.
Try this template free