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Resources

Free templates and tools to help streamline your accounting close.

Month-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.

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 Assessment

January 2026 Close Calendar

Plan your accounting team's January 2026 close with labeled business days and our checklist template applied to the January 2026 close. This resource includes President's Day as a holiday.

February 2026 Close Calendar

Plan your accounting team's February 2026 close with labeled business days and our checklist template applied to the February 2026 close.

March 2026 Close Calendar

Plan your accounting team's March 2026 close with labeled business days and our checklist template applied to the March 2026 close.

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.