The close is done.
The month is not.

For the finance professional who needs a better way. You finished the books. You still have to build the pack.

Request accessOpen the sample company
Cedar Lane Landscaping board profit and loss for the year to December 2025, with expense accounts grouped under a Payroll-related subtotal.
AccountAmount
Revenue
Maintenance Contracts272,819.72
Design & Installation440,414.16
Snow Removal99,594.28
Irrigation Services51,286.23
Total revenue864,114.39
Expenses
Plants & Materials158,709.83
Subcontractors65,110.11
Equipment Fuel & Repairs10,747.46
Payroll-related
Wages341,335.68
Payroll Taxes31,402.86
Total Payroll-related372,738.54

Assembly takes three minutes. The rest of the month is yours again.

The part we automate is the part nobody hired you for. What you do with the hours you get back is the whole point.

The way it goes now

Copy last month's workbook
0:20
Re-point every cell reference
2:40
Rebuild the variance columns
1:55
Paste it into the deck
1:10
Spent assembling
6:05

Left for analysis

Whatever is left after midnight.

The way it goes with ClosePack

Drop in the transaction list
0:01
Move the as-of date
0:01
The pack is ready
0:01
Spent assembling
0:03

Left for analysis

Everything. Read the variances, write the real commentary, take the call.

Demo

Watch a pack get built.

Ninety seconds, recorded in the product on a real set of books. Nothing loads until you press play and there is no form in front of it.

Want one on your own books?

Request a live demo

Views

Group it, rename it, decide what the columns mean.

Drag accounts into the subtotals your reader recognises. Rename the lines. Then say what a column is: a month, a quarter, a fund, a budget. The view remembers all of it.

Cedar Lane Landscaping revenue by quarter for 2025, with the variance against the 2025 plan.
RevenueQ1Q2Q3Q4TotalΔ vs plan
Maintenance Contracts34,18484,20480,01674,416272,820 unfavourable −4.8%
Design & Installation0189,317215,36135,736440,414 favourable +5.0%
Snow Removal73,6900025,90499,594 unfavourable −12.4%
Irrigation Services6,31217,77121,8005,40351,286 unfavourable −1.9%
Total revenue114,186291,292317,177141,459864,114 unfavourable −0.9%

Six columns, two clicks, saved to the view. Next month you move the as-of date and it all still holds.

Exports

Need a view somewhere else? Take it.

An image for the slide. A workbook for the file. A CSV of the raw values for whatever you are building. All of it runs in your browser.

Then there is the Excel model, which is the one to look at. Transactions on one sheet, the chart of accounts on another, every statement built on top of them in live formulas. Your client changes a number and the statement moves.

Export Board P&L

  • PNG imagefor the slide
  • Excel workbookfor the file
  • CSV of raw valuesfor the build
  • Excel modellive formulas, not values
B9  =SUMIFS(Transactions[Amount],Transactions[EntryDate],"<="&B$2,Transactions[MonthEnd],">="&B$1,Transactions[Source],B$5,Transactions[Income statement],$E9)

Packs

Then pack it up.

Views are the pages. A pack is what you actually send. Build one for the board, one for the bank, one for the owner who only wants two charts and a sentence. Make as many as you want, all off the same numbers, all frozen the moment you publish.

  • For the board

    Board Pack

    Cedar Lane Landscaping · Dec 2025

    P&L, balance sheet, cash, variance commentary

    9 pagesPDF · XLSX

  • For the owner

    Management Pack

    Cedar Lane Landscaping · Dec 2025

    Department detail, KPIs, rolling 13 weeks

    14 pagesPDF · XLSX

  • For the bank

    Lender Package

    Cedar Lane Landscaping · Dec 2025

    Covenant schedule, coverage, trailing twelve

    6 pagesPDF · XLSX

Set it up once. Then it repeats.

Map your accounts into your views a single time. After that a new month is a new file and a date change, not a rebuild.

  1. 01

    Drop in the list

    A transaction list out of any system. CSV or Excel, straight from the export you already run.

  2. 02

    Build the views

    Group, rename and subtotal the accounts into the statements you actually present. Once.

  3. 03

    Tie out

    Check the result against the system you came from, line by line, so you are not the one doing it at midnight.

  4. 04

    Send the pack

    Assemble the pages, generate the PDF, or export the whole thing as a working Excel model.

The sample company

See the real thing before you tell us your name.

Cedar Lane Landscaping is a whole set of books inside the actual product. Not a tour and not a slideshow. Build a view, add a column, assemble a pack, export the model.

It runs on sample data and there is no way to hand it your own numbers, so none of your numbers can reach us from it.

Open the sample company

No signup. Sample data. Two minutes.

Find your setup

The workflow is the same. What changes is who reads the pack and how many of them there are.

Also built for: staff accountants · outsourced controllers · private equity portfolio teams

Bring your worst client.

Invite only while every workspace still gets set up by hand with your own trial balance. You leave with a pack you can send.

“I spent years doing this until midnight. I built this so you don’t have to.”Matt Brattin, founder, ex-CFO

Not ready to ask? Open the sample company instead. No signup. Sample data. Two minutes.