Beginner

Monthly close checklist tailored to your process and systems

Creates a practical month-end close checklist with owners, dependencies, and suggested timelines. Ideal for controllers standardizing close and training new staff.

Design a month-end close checklist for {entity_name}.

Inputs:
- Close calendar (days to close): {close_days}
- Systems used (ERP, AP, payroll, billing): {systems}
- Major processes (revenue, inventory, leases, etc.): {major_processes}
- Key recurring JEs and reconciliations: {recurring_tasks}
- Review levels and approvers: {review_structure}

Output:
1) Close checklist table: Day, Task, Owner, Inputs, Output, Dependencies, Reviewer.
2) Critical path and risk points.
3) Standard file naming / workpaper indexing convention.
4) Recommendations to shorten close (automation, earlier cut-offs, templates).

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