Finance · Live demo
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
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The problem
During close, the controller spends the day walking desks and reading a checklist spreadsheet to find out what's late. By the time a blocker surfaces, the timetable has already slipped.
How it works
- Reads the close checklist, task owners and deadlines
- Checks the systems behind each task, like reconciliations and timesheets
- Answers where the close is at, by voice or chat
- Explains what is blocking each late task and who owns it
- Chases the people holding things up, copying their manager when asked
What it connects to
- Grace (financial controller)Where are we on the October close?
- AgentDay 3 of 6, with 41 of 58 tasks done. Three are late: the Larkfield revenue accrual, the intercompany recharge to Managed Services, and the payroll account bank reconciliation.
- Grace (financial controller)What's holding up the intercompany?
- AgentBen Adler is waiting on service desk timesheets from Worcester, which were due yesterday. 14 of 38 people haven't submitted.
- Grace (financial controller)Chase them, and copy their manager.
- AgentSent. All 14 have a reminder to submit by noon, with Hannah Lowe copied. I'll tell you when Ben's task moves.
Illustrative conversation. Names, numbers and details are made up.
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