What happened, compared with what, and why.
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Monthly Close
Everything to review before you close the month · Apr 2026
Not part of this example: Exceptions — what explains the variance
Close checklist
✓ Signed off — every applicable item is done
| ✓ Budget vs actuals reviewed |
|
| ✓ Flux commentary reviewed |
|
| ✓ Forecast refreshed |
|
Budget vs actual
| Line | Actual | Budget | Variance |
|---|---|---|---|
| Revenue | $150,000 | $145,000 | +3.4% |
| Cogs | $33,000 | $32,000 | +3.1% |
| Gross Profit | $117,000 | $113,000 | +3.5% |
| Opex | $139,000 | $133,000 | +4.5% |
| Net Income | -$22,000 | -$20,000 | -10.0% |
By category
| Sales & marketing Overrun | $78,000 | $82,000 | +5.1% |
| Research & development Overrun | $52,000 | $54,000 | +3.8% |
| General & admin Overrun | $35,000 | $36,000 | +2.9% |
Why it moved
| Account | Prior | Current | Change |
|---|---|---|---|
| Cloud infrastructure | $31,000 | $33,000 | $2,000 |
| Sales & marketing payroll | $74,000 | $78,000 | $4,000 |
| R&D contractors | $21,000 | $19,000 | -$2,000 |
What changed
Close pack
This close as a workbook: budget vs actual, category variance and the checklist sign-off. Preview it in Reports; the .xlsx export lands after you connect.
PreviewReady when you are
Build this from your numbers
You just watched it work on sample data. Point it at your books and the same briefing rebuilds in under a minute — read-only, nothing written back.
What you get
A monthly refreshed forecast with a reviewable draft, a 13-week cash view, a working decision queue, an investor-ready management report, Excel & Google Sheets sync, and a Slack digest.
No ledger writes · Read-only connections · Cancel anytime