Run Year-End Close Finance Workspace — Free

Members

Yes No N/A

Channels

#close-kickoff

Launch channel for timeline, scope, milestones, and role alignment.

Yes No N/A

#close-day-to-day

Primary execution channel for reconciliations, blockers, and handoffs.

Yes No N/A

#close-decisions

Channel for accounting judgments, materiality decisions, and approvals.

Yes No N/A

#close-audit-tax

Coordination channel for auditors, tax advisors, and evidence requests.

Yes No N/A

#close-retrospective

Post-close channel for lessons learned and process improvements.

Yes No N/A

Check ins

Daily close standup

Yes No N/A

Weekly close leadership review

Yes No N/A

Weekly Monday blocker review

Yes No N/A

Milestones

Close kickoff complete

Scope, timeline, RACI, and integration touchpoints are confirmed.

Yes No N/A

Core reconciliations complete

Primary balance sheet and subledger reconciliations are finished.

Yes No N/A

Audit evidence package ready

PBC requests and supporting schedules are assembled for auditor review.

Yes No N/A

Financial statements finalized

Statements and commentary are ready for leadership approval.

Yes No N/A

Tax coordination complete

Year-end tax inputs and advisor deliverables are finalized.

Yes No N/A

Post-close retrospective complete

Lessons learned and process improvements are documented.

Yes No N/A

Task lists

Close Planning and RACI Alignment

Define scope, owners, dependencies, and the close calendar before execution begins.

Yes No N/A

Reconciliations and Subledger Close

Complete balance sheet reconciliations, subledger tie-outs, and variance analysis.

Yes No N/A

Audit Preparation and Evidence Collection

Assemble support for auditors and ensure requested schedules are complete and traceable.

Yes No N/A

Financial Statements and Leadership Review

Finalize the trial balance, draft financial statements, and obtain leadership sign-off.

Yes No N/A

Tax Coordination and Filing Support

Coordinate year-end tax deliverables, provision support, and filing inputs.

Yes No N/A

Hill charts

Year-End Close Workstreams

Track the major close workstreams from planning through final sign-off.

Yes No N/A

Default apps

Yes No N/A

Integrations

ERP

Yes No N/A

Google Drive

Yes No N/A

Slack

Yes No N/A

Audit Management System

Yes No N/A

Pinned resources

Year-End Close Calendar

Yes No N/A

Close RACI Matrix

Yes No N/A

Audit PBC Tracker

Yes No N/A

Financial Statement Review Checklist

Yes No N/A

Tax Deliverables Checklist

Yes No N/A

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Run: Year-End Close Finance Workspace

Members

Channels

Check ins

Milestones

Task lists

Hill charts

Default apps

Integrations

Pinned resources

Get your results