Monthly close pack

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

The problem

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

Standardized close layout with variance and summary tabs stakeholders recognize.

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

Both work on Pro. QuickBooks for invoice and payment pulls; Sheets when your model already lives there.

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