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Template · Accounting & Tax Services

Month-end close checklist for accounting & tax services

The close for each client: reconciliations, accruals and reports, with owners and due dates.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Inside

What it does

The close for each client: reconciliations, accruals and reports, with owners and due dates.

Tracks
Task, Client, Period, Owner, Due, Status, Reviewer, Notes
Flags automatically
  • Late when Due has passed and Status is not Done
  • Due in 2 days when Due is within 2 days and Status is not Done
  • Done when Status is Done
Actions and automations
  • Create a one-page summary: A short Word summary of this task for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every task for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Use cases

Part of these solutions

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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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