Close Management
Keep the pace,
not the chase
Run the entire close from one place: real-time progress, dependencies and roll-forward across every entity and cycle.
Close workplan
June 2026 · Day 3 of 5 · Meridian Group
| Task | Entity | Owner | Status | Due | |
|---|---|---|---|---|---|
| Cash & Banking | |||||
| Bank reconciliation — operating | US Inc | Ashley R. | Validated | Jul 2 | |
| Bank reconciliation — payroll | US Inc | Ashley R. | Validated | Jul 2 | |
| Credit card clearing | UK Ltd | Marcus L. | Prepared | Jul 3 | |
| Accounts Payable | |||||
| Accrual review — services | Group | Priya N. | Prepared | Jul 3 | |
| GR/IR clearing analysis | DE GmbH | Marcus L. | Blocked | Jul 2 | |
| Prepaid amortization run | Group | Priya N. | In progress | Jul 4 | |
| Payroll & Benefits | |||||
| Payroll register to GL | US Inc | Dana W. | Validated | Jul 3 | |
| Employer tax reconciliation | US Inc | Dana W. | Ready to start | Jul 4 | |
| Intercompany | |||||
| IC balance matching | Group | Priya N. | In progress | Jul 4 | |
| Elimination entries | Group | Controller | Not started | Jul 5 | |
| Reporting | |||||
| Flux commentary — P&L | Group | Controller | Not started | Jul 5 | |
| Board pack assembly | Group | Controller | Not started | Jul 5 | |
Always know where it stands
Real-time status, no status meetings, no chasing owners.
Blockers surface early
Dependencies flag risks with days to spare, not hours.
The close runs on rails
Work plans roll forward each month. Same cadence, less effort.
Close ManagementOne live workplan
One live workplan
for the whole close
Set it up once. It runs every month.
The whole close, one view
Real-time progress across every entity and cycle: who's blocked, what's late, what's signed off, before anyone asks.
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FAQ
Frequently asked questions
How the workplan is built, how progress stays honest, and what it replaces.
See your whole close
on one live workplan
We'll walk you through a live close: the workplan, the blockers and how sign-off actually happens.