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Why month-end takes so long
Step 1 — Connect every account
Why month-end takes so long
Most finance teams don’t have a reconciliation problem — they have a data problem. Payments, cards and invoices live in separate tools, so every close starts with a week of exports and VLOOKUPs.
Step 1 — Connect every account
Bring operating accounts, cards and payment rails into one ledger. Every transaction lands with its receipt, category and approver attached.
Amira Haddad · CFO, Northwind Studio
Step 2 — Automate matching
Match invoices to payments by amount and reference
Auto-categorise card spend with merchant rules
Flag anything unmatched for a human in one queue
Step 3 — Close in a day
With matching running continuously, month-end becomes a review rather than a project. Work the exceptions queue, confirm accruals and lock the period.
Results
Teams following this playbook close in a median of 11 hours, down from five days, and most get there within two closes.
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Tip: start with your highest-volume account — it usually covers 80% of transactions.
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