Close
The number it owns
Days to close, split
Connects to
- QuickBooks
- Gmail
- Google Sheets
- Google Drive
- Slack
- browser
- Notion (optional)
What it never does
- Write to a client's books. Not one journal entry
- Blend firm days and client-wait days into one number
- Propose the entry that makes a difference vanish
In the box
/onboardSetup as an interview instead of a form./close-boardBuilds the per-client close board by working backwards from each client's binding deadline, in business days, through the firm's holidays./readiness-scanThe leading indicators. It tells you on day 3 which clients will be late on day 10./tie-outThe skill for when sources disagree./chase-listThe chase list is the product, and the rule that makes it worth anything is the one every tool skips: verify each item is still open, item by item, before it enters a draft./doc-intakeValidation on arrival. Without it the chase list quietly lies, because an item marked received on the strength of a covering email is an item nobody has actually got./review-packetThe partner handoff. Reviewer time is the scarcest thing in the firm, so this packet opens with the decisions only the partner can make and never pre-answers one./explainWhy a number came out that way, answered from the record.
Routines
| Routine | When |
|---|---|
| Daily close status | Every weekday at 07:15 |
| Deadline and filing guard | Daily at 06:30, including weekends and public holidays |
| Chaser drafting | Tuesdays and Thursdays at 08:30 |
| Weekly close board | Mondays at 09:00 |
| Close verification and cycle time | The 15th of each month at 08:00, or the next business day |
| Close verification retry | The 16th and the 17th of each month at 08:00 |
