Monitor the progress of your month-end process and resolve roadblocks quickly. Stay in control with our user-friendly dashboard providing real-time insights.
Allocate tasks and set due dates for Preparers and Approvers. Enhance collaboration and ensure a smooth flow in your financial close planning process.
Detailed auditable activity logs to keep track of changes and actions performed within the platform. Enhance accountability and transparency.
Customisable checklists and tasks for each account reconciliation, providing flexibility and adaptability to your specific needs.
Automated notifications to keep your team informed and on track throughout the month-end process. Enhance communication and efficiency.
Invite your Auditors, Tax Agents and Advisors to access your workpapers to save time and fees on audit and compliance work.
Take command of your month-end process with our intuitive dashboard. Monitor progress, identify potential roadblocks, and resolve issues swiftly.
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The dashboard shows status of each reconciliation.
Keep an eye on due dates for each account, reallocate work easily.
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Get warnings if approved workpapers no longer match your accounting files.
Automatic notifications when work is allocated and/or progressed.
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Develop the ultimate playbook for your month end reconciliations. Roll forward all your tasks and work papers with ease. No more manual repetition; just set it and watch your processes unfold seamlessly.
Copy checklists, workpapers, due dates and work allocations from previous periods.
Automatically get numbers from your accounting files and refresh with one click.
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Optimise your process and keep it transparent.
Keep your workpapers in one place.
Allocate tasks and set due dates effortlessly for both Preparers and Approvers. Streamline communication, enhance accountability, and ensure a smooth flow from preparation to approval in your financial close planning.
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Make it super clear who needs to do what.
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Plan the process to close on time.
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Set Preparers and Approvers and filter the Dashboard by person.
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Full transparency of process and responsibility with audit trail.
Say goodbye to discrepancies and hello to precision!
With seamless Xero integration, your periodic workpapers and reconciliations will effortlessly align with your Xero numbers. Experience the power of synchronised data, giving you the confidence that every figure is spot-on.
Xero Advisor Approved!
Join the Recit community and revolutionise your month-end close. Start with 30 days free, then just $99 per month. Take charge of your finances today!
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