Financial Close Task Orchestration
A month-end close that runs on rails
Automated task assignment, tracking and escalation for month-end and year-end close. Replace the close-checklist spreadsheet with a workflow that drives itself.
The Pain
Why your close takes longer than it should
The close checklist lives in a spreadsheet someone owns
Task status collected by asking around
Dependencies discovered when something's late
Recurring tasks rebuilt manually every month
Sign-offs scattered across email threads
No visibility into close progress until day 5
The Workflow We Build
Close orchestration, month after month
What You Get
Visibility and control over every close
The close calendar becomes a living workflow: tasks recur automatically, dependencies enforce order, and management sees progress in real time.
- Close task library — every recurring task templated with owner and timing
- Automatic kickoff — the close builds itself each period
- Dependency-aware sequencing — downstream tasks unlock when inputs are ready
- Escalation rules — blockers surface immediately, not at the deadline
- Close dashboard — live completion status and bottleneck view for the controller
Our approach
We start from your existing close checklist — however messy — and convert it into an orchestrated workflow your team actually follows, because it's easier than the spreadsheet was.
01
Audit — map the current workflow & quantify friction
02
Blueprint — architecture on the tools you already own
03
Build — implement, integrate & test with your team
04
Support — monitor, optimize & expand after go-live
FAQ
Common questions
No — it orchestrates the work around it. Journal entries still happen in your ERP/accounting system; the workflow manages tasks, dependencies, evidence and sign-offs.
Typically one to two close cycles: we build from your checklist in weeks, run the first close in parallel, then cut over.
Yes — every task carries its evidence, timestamps and sign-off trail, which makes audit requests dramatically faster.
Close faster. Sleep better on day 3.
Book a free discovery call and bring your close checklist — we'll show you what it looks like orchestrated.