What happened, compared with what, and why.
✦ Ask the analyst
Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.
Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.
Monthly Close
Everything to review before you close the month
What a monthly close is
What it is
The moment you declare last month's numbers final. Before the close the report can still move: documents are not all posted, the bank is not tied out, some costs are not in the books yet. After it, the month is fixed.
What this screen does
It posts nothing in your accounting system. It checks the things that most often make a month's numbers wrong, shows what is already verified, and assembles the close pack — a file with the P&L, budget-vs-actual and the list of exceptions that you can send to an owner, a bank or an investor.
What changes afterwards
The month stops being a draft: it becomes the comparison base for the next month, budget-vs-actual is fixed, the forecast is recomputed from closed numbers, and the close pack becomes a document you can point at.
Ready 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 is built from them after the first sync — 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