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Finance

Monthly close pack

Add variance vs budget, a close checklist, and a CFO summary to your existing export — automate from Sheets or Stripe on a schedule (Xero and QuickBooks coming soon).

Use this recipeAll templates

The problem

Every month finance rebuilds the same close package from exports and ad-hoc tabs.

What you get

Standardized close layout with variance and summary tabs stakeholders recognize.

Upload hint: Upload your current P&L or GL export.

Works with

XeroQuickBooksGoogle Sheets

FAQ

Xero, QuickBooks or Google Sheets?

Sheets or Stripe for live pulls today. Xero and QuickBooks for the books are coming soon. Free covers one client.

Prompt is applied when you click Use this recipe — you can edit it in the generator before running.

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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