Project Management
The close run from a board, and not through an email chain.
The period's tasks, each one's owner, the dependencies between them and progress in plain sight — the process that decides whether the P&L comes out on the 5th or the 15th.
- The interface
- Financial Close
- Duration
- 37 s
- Area
- PMO and Projects
Companies already operating on LeverPro
5 business days
for the P&L to be ready at Distrivisa — before, it only closed on the 15th
Distrivisa
+100
ERPs integrated natively, the Brazilian ones included
12
native surfaces reading the same base
ISO 27001
information security management
WHAT HOLDS IT UP TODAY
The close checklist lives in one person's spreadsheet
It is not a lack of effort: it is the format. A spreadsheet has nowhere to hold the rule, the trail and the permission at once.
The close checklist is specific to each company
It is in someone's spreadsheet, or in their head. When that person is away, the close finds out what was missing the hard way.
Nobody can see the bottleneck
Reconciliation stalls and it is only found out once the deadline has passed, because there is nowhere to look.
The same error repeats every month
With no record of what ran late, the next cycle repeats the last one's problem.
PROJECT MANAGEMENT
Financial Close running in LeverPro
37 seconds of the platform really running, recorded from the interface itself. Press play.
Financial close in LeverPro, with the period's tasks on a kanban board and progress by owner.
WHAT YOU SEE ON SCREEN
The month's tasks in status columns
Four things happen on this screen, and each one settles a piece of the month.
- 0:05
The period's picture
The close's tasks in status columns. The process takes on a shape.
- 0:14
Owner and deadline
Each task with an owner and a date. Follow-up stops being a question.
- 0:24
Progress by owner
Who is on track and who is stuck, without combing through an inbox.
- 0:32
The cycle's history
What ran late is recorded, and the next month starts knowing it.
BEFORE AND AFTER
The same operation, in both formats
How it runs today
- The close checklist lives in one person's spreadsheet
- The bottleneck shows up once the deadline has passed
- Follow-up is done by asking around
- The cycle repeats the previous cycle's error
With LeverPro
- The process is a board with owner, deadline and dependency
- The blockage shows up while there is still time to act
- Progress is in plain sight, by owner
- The cycle's history feeds the next one
Want to see this on your own figures, and not the video's?
Book a diagnosticHOW IT WORKS
From the ERP entry to the interface
Three steps, and the second is the one most tools skip.
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The process becomes an object
Task, owner, deadline and dependency leave someone's head and become data.
-
The board sits beside the figure
The close happens on the same platform where the statement is produced — not in a separate task tool.
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The cycle learns
The record of what ran late is the next cycle's input.
WHO USES IT
What each role takes from this
Controller
Runs the close from a board and sees the bottleneck in time.
Accounting
Knows what is theirs, with deadline and dependency explicit.
CFO
Follows the close without interrupting whoever is closing.
“LeverPro delivered a leap in efficiency and governance across accounting, with a significant cut in close time, the end of side spreadsheets and far more reliable financial statements.”
Alper Seguros · Insurance Brokerage
RELATED INTERFACES
Other PMO and Projects interfaces
The same base, a different operation.
QUESTIONS
What people usually ask about this interface
If yours is not here, ask — we reply within one business day.
Does this replace our task tool?
Can there be a reusable close template?
Does it also work for projects other than the close?
Does someone who does not close the month need to log in?
RECOGNITION
Four years running in the 100 Open Startups ranking.
HOW YOUR DATA IS KEPT
-
Who gets in
Corporate authentication through the identity provider the company already uses.
-
Who sees what
Permission by area and by slice, on the same base — with no copy of the file.
-
Where the figure came from
A trail from the consolidated figure to the source accounting entry.
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How the data comes out
Export guaranteed. The data belongs to your company.
Let's look at your budget cycle
Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.
No spam and no mailing list — we reply within one business day.
What happens in the conversation
- You tell us how planning runs today
- We point out what can be solved first
- Where LeverPro fits into your ERP and your spreadsheets
- Or we tell you it doesn't make sense, and that's that
How your data is kept
ISO 27001LGPDSSO / SAMLExportable data