← Finance AI LabClose Cycle · Live Tool

Month-End Close Tracker

AI-powered close calendar with task owners, milestone tracking, and a conversational Close Copilot. Predicts completion timelines, surfaces bottlenecks, and scores risk — compressing the reporting window by 50%.

Jun FY2026 Progress
18%
Complete
2/11
In Progress
2
Blocked
1
Overall Close Progress18%

Close Calendar

BD+11
Cut-off review & deferred revenue calc
A. Singh
BD+23
Billing reconciliation to GL
A. Singh
Vendor invoice cut-off & accrual upload
M. Chen
Payroll JE + bonus accrual
L. Ortiz
BD+33
Inventory roll-forward & reserves
J. Patel
Bank reconciliations (all accounts)
M. Chen
Recurring JEs posted & reviewed
L. Ortiz
BD+42
Intercompany eliminations
A. Singh
Flux analysis vs budget & prior month
B. Zapalac
BD+52
Draft financials + variance commentary
B. Zapalac
CFO/CEO review & sponsor pack
B. Zapalac

Task Register

BDWorkstreamTaskOwnerStatusNotes

Tasks save automatically to your browser. Use this as a working template — swap owners, adjust BD targets, and track progress in real time.

AI Close Intelligence

Forecast · Bottlenecks · Risk Score

Run AI analysis to forecast the close completion day, surface workstream bottlenecks, and rank open tasks by risk of slipping the target close date.

Close Copilot

Ask the Close

Hi — I'm your close-cycle copilot. Ask me about owners, blockers, sequencing, risk, or what you should chase next.
← Back to Home