42 seconds, with voice and captions. The company on screen is a demo with invented books.
The steps
- The Close board lives in your firm menu — it is a firm-level map, across all companies.
- Each row is one company. Each column is one month.
- An empty cell is an open month — nothing is waiting there.
- An orange cell means work is waiting: transactions to review, or decisions to answer.
- A lock means the month is closed and certified.
- A dashed cell is time before the books start. Nothing to do there.
- Click any cell to open that month's checklist. Click a company name to open its dashboard.
- The goal is simple: turn every cell into a lock.
What the video says
Every word, written out
This is the Close board. You open it from your firm menu. Every company you manage, on one screen.
Each row is one company. Each column is one month.
An empty cell is an open month. Nothing is waiting there.
An orange cell means work is waiting. Transactions to review, or decisions to answer.
A lock means the month is closed and certified. The goal is simple: turn every cell into a lock.
A dashed cell is just time before the books start. Nothing to do there.
Click any cell. It opens that company's Verify and lock for that month. Click a company name to open its dashboard.
Try it on your own books. One set of books is free.