Close Cycle Time List
Compare the target date with the actual confirmed ledger lock, keeping entities and close periods separate.
From Close planning
- Financial Close Management
- Reports and analytics
Reports for the questions your team asks
Follow close readiness and inspect the evidence behind the result.
Overview×
Financial Close Management · Overview
Financial Close Management dashboard
This quarter
Signoffs in view
6Senior accountant reviewer
1Close manager reviewer
1Controller approver
1Close periods by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Not started | 25 | ||
| In progress | 10 | 40% | |
| Reviewed | 2 | 20% | |
| Lock pending | 1 | 50% |
Task count by status
Sample totals per stage
Close progress
Task Completion Burndown Grouped
Follow required and optional task statuses with drill-through to assignments and exceptions.
Open Issues by Severity List
Identify the owner, age and close impact of unresolved findings.
Accounting review
Reconciliation Coverage & Aging List
Inspect uncertified accounts and signed unexplained differences, with aging of retained timing items.
JE Review Audit Log List
Follow the original entry revision through review and verified correction or reversal.
Flux Analysis Pack Grouped
Read required explanations against their retained current and comparison-period source basis.
Controls and retained evidence
SOX Control Effectiveness List
Report actual test populations, recorded conclusions and deficiency follow-up under the configured plan.
Period Audit Pack Grouped
Retain the approved evidence manifest, representation, sign-offs and confirmed ledger lock as immutable artifacts.
Set up Financial Close Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.