01XLSX
The working templateYour next close, ready to shape.
A reusable blank workbook to organize tasks, owners, due dates, evidence, and review across entities.
THE MONTH-END OPERATING KIT
Close the month.
Keep the context.
A shared home for the tasks, evidence, and reviewer handoffs behind your close. Built for lean finance teams managing more than one entity.
Preview the sample while checkout is being connected.
Digital files. One payment. Ready for the next close.
XLSXCSVPDFAI PROMPTS$49 · one organization
CLOSEKIT / DIGITAL EDITIONVOL. 001
Every task has an owner.
Every handoff has a next step.DIGITAL FILES
ILLUSTRATIVE COVER
Every handoff has a next step.DIGITAL FILES
ILLUSTRATIVE COVER
01 Clear ownership
02 Evidence in context
03 Visible review
04 A repeatable rhythm
LESS CHASING. MORE CLARITY.[ 01 — THE IDEA ]
The work is connected.
Your checklist should be, too.
Prepared isn’t approved. Approved isn’t closed. Keep those handoffs visible across entities, with an owner, evidence reference, and reviewer for each task.
CloseKit puts that context together in an adaptable workbook. Start with a familiar format, make it your own, and carry the structure into the next month.
A LOOK INSIDEFrom “where is it?”
From “where is it?”
to right here.
Prepared → Approved → Closed.
See the handoff, not just the checkmark.
STATIC PREVIEW / SYNTHETIC DATA
Monthly close sample
2 entities1 shared view
| Close task / scenario | Entity | Preparation / review | Evidence version | Illustrative release gate |
|---|---|---|---|---|
| DEMO-01Bank reconciliationSynthetic evidence and amounts reviewed | Example Entity A | PreparedReview: Approved | Current: v1Reviewed: v1 | Ready |
| DEMO-02Asset rollforwardEvidence changed; reapproval needed | Example Entity A | PreparedReview: Pending | Current: v2Reviewed: v1 | Review |
| DEMO-03External reporting handoffAwaiting agreed report package | Example Entity B | BlockedReview: Pending | Current: —Reviewed: — | Prepare |
| DEMO-04Ledger tie-outSource 1250; control 1200; tolerance 0 | Example Entity B | PreparedReview: Approved | Current: v1Reviewed: v1 | Resolve tie-out |
Static examples of checks; this page does not execute controls.4 of 4 tasks
Workbook checks depend on accurate inputs and review.
Adapt the workflow to your business.
THE COMPLETE KITUseful files.
[ 02 — WHAT’S INSIDE ]Useful files.
Without the setup project.
02XLSX
The worked exampleSee what filled-in looks like.
An original, synthetic worked example that makes the handoffs and status conventions concrete.
03CSV
The portable filesTake the structure with you.
Portable tables for importing and adapting the workflow in the tools your team already uses.
04PDF + TEXT
The operating notesA useful way to run it.
A concise operating guide and privacy-aware AI prompts for drafting updates from sanitized inputs.
MAKE IT YOUR MONTHLY RHYTHMOpen. Adapt.
Open. Adapt.
Close. Repeat.
No new platform to roll out.
Just a structure your team can use.
- 01
Set the scope.
Choose your entities, tailor the tasks, and agree on owners, deadlines, and reviewers.
- 02
Keep the context.
Link to evidence in your existing storage. Record blockers and handoffs as the work moves.
- 03
Review. Then reset.
Capture review decisions, archive the period, and carry useful improvements into the next close.
A SMALL KIT FOR A BIG RECURRING JOBMake next month
Make next month
a little clearer.
For lean finance teams that want a practical, adaptable starting point for coordinating the monthly close.
Best if you want a reusable workflow in familiar files. Your team supplies the accounting judgment, controls, and approvals.
CLOSEKIT / COMPLETE EDITIONONE-TIME PURCHASE
$49
USD
No subscription.
- Reusable blank workbook
- Synthetic worked example
- CSV portability files
- PDF operating guide
- Privacy-aware AI prompt pack
Preview the sample while checkout is being connected.
Digital download · One organization · Unlimited internal users
Save your recovery card at checkout · $49 USD total
A FEW PRACTICAL DETAILSBefore you
Before you
make it yours.
Is this accounting software?
No. CloseKit is a set of downloadable workflow templates and operating notes. It helps organize the work around your close; it doesn’t connect to your books, perform reconciliations, or make accounting decisions.
Can we use it across multiple entities?
Yes. The structure includes an entity field, so your team can coordinate multiple entities in one workflow. The license covers internal use by one organization, with unlimited internal users. See the terms for scope.
What software do we need?
You’ll need a spreadsheet application that opens XLSX files and a PDF reader. CSV exports make the tabular content portable. Formatting and spreadsheet features may vary across applications; review the files in your chosen tool before use.
Do we have to use AI?
No. The workbooks and guide stand on their own. The optional prompts help draft updates using sanitized inputs. Don’t enter sensitive financial, personal, or client data into an AI service without your organization’s approval. Review every output.
Does this ensure a compliant or audit-ready close?
No. CloseKit provides workflow structure, not accounting assurance, professional advice, or a guarantee of compliance or audit outcomes. Your team is responsible for adapting the workflow and applying the appropriate policies, controls, and professional judgment.
How do I receive the files?
The checkout service verifies payment and delivers your files. Save the private recovery card provided before payment so you can return if interrupted or use another browser. Keep a copy of the downloaded files for reuse under the license.