Month-end close automation
Month-End Close Automation for Finance Teams
Reduce manual close packs, reconciliations, accrual files, and reporting delays without rebuilding your ERP.
Former CFO perspective. Practical automation. No ERP rebuild required.
What the engagement is built to improve
- Close workflow diagnostic
- Automation-ready close pack design
- Power Query or Excel automation build
- Exception report and control checks
Designed for conversion from problem to working automation
A focused landing page for finance leaders who need measurable workflow improvement, not a generic AI demo.
Close pack assembly
Standardize recurring tabs, review checks, and management pack outputs.
Reconciliations
Automate source file cleanup, account mapping, and exception lists.
Accrual tracking
Create repeatable accrual templates with clear owner review.
Management reporting
Refresh close outputs faster with controlled Excel and Power Query workflows.
How the work usually runs
We start with the recurring finance workflow, map the inputs and controls, then automate the repeatable steps using Excel, Power Query, structured templates, and AI-assisted review where it is useful.
Map close inputs, owners, timing, and manual bottlenecks.
Automate repeatable preparation and refresh steps.
Add checks so finance can trust the output.
Ready to reduce recurring manual finance work?
Send a short note about the workflow. I will help you decide whether it is worth automating first.
Contact Andriy about this workflow