Month-End Close Checklist: Make It Searchable with AI

Turn your close into a search — instantly surface every file, note, and approval by owner and step.

Close with Clicks, Not Tabs

• Checklists: Steps by entity, owner, and due date.
• Evidence: Recons, approvals, PDFs, screenshots.
• Roll-ups: Create a proof pack for auditors.

Predictable, Repeatable, On-Time

Reuse the same queries every month. Hand off smoothly to new team members.

Security That Satisfies Audit

OAuth, encryption in transit, no storage. Everything remains in Drive/Gmail.

Start Free Trial