A Close Board That Runs the Close for You
A Monday-style board seeded with the 15 tasks a real SMB close needs, each with an owner and due date - so closing the books is a tracked process, not a memory test.
Illustrative product view
What the Close Board in Fintra does
Most SMB closes live in someone’s head, or in a checklist that gets stale after the second month. The Close Board is a Monday-pattern task board - columns, owners, due dates - seeded with 15 close tasks that cover a typical SMB close: reconciliations, accruals, depreciation, revenue recognition review, and reporting. You customize it once, then run it every month.
- A 15-task SMB close checklist seeded automatically, ready to customize
- Owners and due dates per task, visible to the whole finance team
- Task dependencies so accruals don’t get marked done before reconciliation
- A live view of how close you are to closing the books, not a guess
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Seeded task list | Starts with 15 standard SMB close tasks pre-built | A close checklist rebuilt from memory each cycle |
| Board view | Shows tasks in Monday-style columns by status | A shared spreadsheet with status typed in manually |
| Owners & due dates | Assigns each task a person and a deadline | Tasks with no clear owner until someone asks |
| Dependencies | Blocks downstream tasks until prerequisites are done | Accruals booked before the bank is reconciled |
| Close readiness link | Feeds directly into the close readiness score | A separate manual assessment of "are we ready" |
How it works
From open period to closed books
- 1
Start with the seed
The board arrives with 15 standard close tasks; add, remove, or reorder to match your process.
- 2
Assign owners
Give each task a named owner and a due date relative to period close.
- 3
Work the board
Owners move tasks through status as reconciliations, accruals, and reviews get done.
- 4
Watch dependencies
Tasks that depend on others stay blocked until the prerequisite is marked complete.
- 5
Close and archive
When every task is done, the period closes and the board resets fresh for next month.
A worked example
Frequently asked questions
What are the 15 tasks in the seeded close checklist?
The seed covers the standard SMB close: bank reconciliation per account, fixed asset depreciation, accrual entries, revenue recognition review, AP/AR aging review, intercompany elimination if relevant, and final reporting steps. You can rename, add, or remove tasks to match your own close process from there.
Can different people own different close tasks?
Yes. Every task on the Close Board has a named owner and due date, so a bookkeeper, controller, and CFO can each see exactly what they own for the current close without a status meeting to find out.
How does the Close Board relate to close readiness?
The Close Board is the task-level view; close readiness is the score. As tasks complete, the readiness score updates, giving you a single number for "are we ready to close" instead of scanning the whole board to decide.
Can I customize the close checklist for our business?
Yes. The 15-task seed is a starting point, not a fixed process - add tasks specific to your business (like sales tax filing or job costing review), remove ones that don’t apply, and set dependencies that match how your team actually works.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Never close from memory again
Start free, no card required. Get a 15-task close checklist seeded and ready to run this month.
Talk to us