CloseSpeed

Close Status Digest

Sends the close owner the list of open tasks by day, with anything already past due first.

Part of Month-End Close Checklist

Tools

FloQast, Trintech, NetSuite

Outcomes

Overdue tasks named every morning • No status meeting needed to find the blocker

Documentation

Instruction-ready detail below

<in:schedule>Every business day at 7:30am</in:schedule>, read <in:spreadsheets>the open close checklist</in:spreadsheets> and <email>email</email> the controller the overdue items first, then what is due in the next two days.

Instruction file

<in:schedule>Every business day at 7:30am</in:schedule>, read <in:spreadsheets>the open close checklist</in:spreadsheets> and <email>email</email> the controller the overdue items first, then what is due in the next two days.

Setup requirements

Tools

FloQast, Trintech, NetSuite

Trigger

Every business day at 7:30am during the close window

Setup time

15 minutes

Other automations in this workflow

Blocked Task Alert

Warns the owner when a close task cannot finish because a task it depends on is still open.

Close Date Risk Check

Compares remaining close work against the days left and warns when the date will not hold.

Journal Approval Reminder

Nudges approvers about manual journals that have been waiting more than two days.

Related workflows

Bank and GL Reconciliation

Match every bank and card statement line to a ledger entry and clear the residual difference before reporting.

Financial reporting

Produce the management pack from closed figures that tie to the ledger, with every line traceable to the transactions behind it.

Audit prep

Collect audit evidence while the period is still open, so the request list stays short and no figure has to be rebuilt after it is asked for.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

•Plain-language instructions
•Runs on your machine
•Works with your existing setup
•Reviewable activity history

Download