This template manages a month-end close process involving an automatic client request for the necessary information.

The workflow is divided into clear phases including client request, reconciliation, review, and finalization. Tasks are allocated to roles such as Bookkeeper and Reviewer, with automators used to assign and transition work efficiently. Key tasks include reconciling bank accounts, posting journals, reviewing balance sheet items, and finalizing reporting.

This template is fully customizable to suit your firm’s internal processes and client needs.

This template is part of the Global Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.