Month-end close
A checklist that cannot lie to you
Every item is computed from the books rather than ticked by hand, so nothing can show green while the thing it describes is still outstanding.
Hartwell & Voss LLP·Compliance/Month-End Close
1RHMonth-End Close
Every item computed from the books rather than hand-ticked, so the checklist cannot be green while the thing it describes is not done. 5 outstanding.
Close checklist
As at 11 October 2026
Hartwell & Voss LLP’s books, as at 11 October 2026. Not a mock-up and not a screenshot — this is the screen, drawn from the same figures the firm sees.
Nothing is hand-ticked
A checkbox anybody can tick is a checkbox that gets ticked. Each row here reads the books and reports what it finds, so it goes green when the work is done and not before.
It tells you what is holding the month open
Sync freshness, trust reconciliation, receivables past ninety days, billing issued, payroll posted. Each one links to where it gets fixed.
Close stops being a scramble
Working the exceptions as they appear rather than in the last week of the month is the whole difference between a close and a fire drill.
The rest of the product
Triple checked.
Agentic accounting, reviewed and signed off by a CPA.