Resources
Free templates and tools to help streamline your accounting close.
Month-End Close Assessment
A 5-minute interactive assessment to benchmark your month-end close, score your team across 12 dimensions, and get actionable recommendations.
Take the AssessmentMonth-End Close Calendar Generator
Generate a close calendar for any month on demand, with labeled business days, US federal holidays, and our checklist template applied to that month’s close. Free to download as an Excel workbook.
Open the Close Calendar GeneratorMonth-End Close Checklist Template
A comprehensive checklist template with preparers and reviewers, due dates and business day calculations to help your team stay organized and on track during the month-end close process.
AI Prompts for Controllers
Adapted from the proven workflows of teams using CloseCore to expedite month-end, this guide for Controllers is a curated generative AI prompt library for common scenarios in accounting workflows.
