Prepare your close without exporting a single file by hand

Get ready to close the month

Checks what is blocking the month's close: expenses to prepare, expenses not exported, missing receipts, settlements not exported and overdue invoices.

Generate the month's accounting export

Generates the month's accounting journals as a preview, checks what is left out, then commits the export only on request.

Check accounting accounts before export

Checks that expenses to export carry their expense, VAT and supplier accounts, and that none sits on an archived account.

Chase invoices waiting for approval

Lists supplier invoices waiting for approval, with the expected approver and how long they have waited.

Keep the chart of accounts up to date

Creates, edits and archives chart-of-accounts accounts from the conversation, checking for duplicates first, archive included.