GUIDE
Month-end close with AI
The step-by-step I promised on Reels: from the bank statement to a commented P&L, in 17 steps with ready-made prompts, in the order the close actually happens.
What's inside
On Reels, AI closes the month with a single sentence. That works when the data already arrives integrated: bank statement, invoices and ERP on the same base. This guide shows the road to that point, doing every stage with AI from the first month: gathering the data, reconciling, adjusting, building the P&L and explaining the result. The rule holds from the first step to the last: AI prepares and flags, a person checks and approves. Anonymize the data and use the tool your company has approved.
- Before the close · prepare the ground3
- D+1 · gather the data3
- D+1 to D+2 · reconcile3
- D+2 to D+3 · adjust3
- D+3 to D+4 · P&L and analysis3
- After · shorten next month2
- For whom
- Controllers, accountants, accounting and FP&A analysts, and business owners who run their own close
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