Stop saving the work for month-end. Automate the daily jobs – bank reconciliation, invoice capture, receipt allocation – so they are done continuously. The close then becomes a review of numbers that are already right.
Close the books in days, not weeks. The routine work runs all month, so month-end is a review – not a rush.
Month-end is slow because a month of small jobs piles up at the end. Bank lines are not coded, invoices are still in someone's inbox, and receipts are not allocated. The close itself is simple – it is catching up that takes the time.
Statements are fetched, coded and matched daily, so there is no month of bank lines waiting at the end.
Invoices are captured and posted as they arrive, so the creditors balance is right on the last day.
Receipts are allocated as they land, so the debtors age analysis needs no clean-up.
Pulls the trial balance and management reports into the workbook or dashboard you already use.
VAT and payroll figures go straight to the tax returns, ready for your sign-off.
Automize does the routine work and stops on anything that needs judgement. These always wait for someone on your team:
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