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Finance

Month-end close

How one team described it:
“At the end of each month we reconcile Stripe payouts and bank transactions in Xero, chase missing receipts in Revolut Business, book accruals, the controller reviews the numbers and the CFO sends the report to the founders.”
  • Xero
  • Revolut Business
  • Google Sheets
  • Gmail
5 run on their own3 stay with people

Typically saves 1–2 days a month

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FinanceMonth-end close
Process description
Trigger
The last working day of the month
Outcome
The books close within five working days, with a report leadership trusts.
Tools
XeroRevolut BusinessGoogle SheetsGmail
Steps
  1. 1
    Import Stripe payoutsAccountant, tool Xero
    Can be automated
  2. 2
    Match bank transactionsAccountant, tool Xero
    Can be automated
  3. 3
    Chase missing receiptsAccountant, tool Revolut Business
    Can be automated
  4. 4
    Book accruals and deferred revenueAccountant, tool Xero
    Stays with a person
  5. 5
    Review unusual variancesController, tool Google Sheets
    Stays with a person
  6. 6
    Build the monthly P&LController, tool Google Sheets
    Can be automated
  7. 7
    Approve and send to the foundersCFO, tool Gmail
    Stays with a person
  8. 8
    Lock the periodController, tool Xero
    Can be automated

Want this process in your company?

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