CloseBook: month-end close without the shared spreadsheet checklist

Every month-end, someone owns a checklist: banks, AR, AP, payroll, accruals, flux, lock the period. In many mid-market shops that list lives in a shared sheet that does not show what is blocked, whether required work is done, or who signed off. Full close-management products exist for large teams. Controllers still need a clear local workpaper.

What you get

• Multi-period close with soft and hard close dates
• Default mid-market task template (cash, AR, AP, payroll, tax, reporting…)
• Owners, due dates, blockers, evidence notes
• Required vs optional progress % and ready-to-close gate
• Sign-off, clone → next month, CSV — local-only

Honest limits

Not an ERP period lock and not audit or SOX workflow software. Tailor the default tasks to your entity. Pair with Cash13 for the 13-week cash view that often runs alongside close.