Beginner

Month-End Close Checklist Generator

Generates a comprehensive month-end close checklist tailored to your company type and size.

You are a senior controller with 15+ years of experience. Generate a month-end close checklist for {company_name}, a {company_type} company in {industry}.

Company details:
- Annual revenue: {annual_revenue}
- Number of entities: {num_entities}
- ERP system: {erp_system}
- Target close timeline: {close_days} business days

Create a detailed checklist:
1. Pre-close tasks (T-5 to T-1)
2. Day-by-day close tasks (Day 1 through Day {close_days})
3. For each task: description, responsible role, estimated time, dependencies
4. Key reconciliations needed
5. Review and approval checkpoints
6. Common pitfalls to watch for

Format as a table: Day | Task | Owner | Est. Time | Dependencies | Status

Related Prompts

Financial Accounting

Advanced

Impairment indicator screen and impairment test outline

Screens for impairment indicators and outlines an impairment test approach with documentation steps. Useful for controllers and advisors supporting annual impairment reviews.

GPT-5.2 Thinking; GPT-4.1; o3-mini

Financial Accounting

Advanced

Lease Modification: ASC 842 Analysis

Determines if a lease change should be treated as a new lease or a remeasurement.

Claude 3.5 SonnetGPT-4o

Financial Accounting

Advanced

IFRS 15 variable consideration constraint assessment

Evaluates variable consideration and the constraint, documenting probability-weighted outcomes and recognition impacts. Helps controllers defend judgments and build consistent templates across contracts.

GPT-5.2 Thinking; GPT-4.1; o3-mini