Month-end close

“What happens at month-end? Who does the checking?”

Finn reviews the month: unreconciled lines, missing receipts, uncategorised spend, VAT oddities, balance-sheet checks. You get a short list of exceptions, clear them, and lock the period. Nothing is filed and nothing is locked without you.

Real screens from the live product, filmed as Harbour & Vale Accountants on 2026-09-02. Use the arrow keys to move between steps.

accounts-os.com

Step 1 of 3

The client's Month-end page

One button per month. Finn checks the books for that month, works out how much is already done and names exactly what needs you.

Next tours

Reconcile a client with FinnWhat does the day-to-day bookkeeping actually look like? Do I still categorise every line?Start

Try it with one real client.

Fourteen days free, then billed per live client in arrears. Add one client and see how it lands before you move the rest.

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