Month-End Close Package Generator
Generate formatted month-end close packages with balance sheet, P&L, variance analysis, and shareable View URLs for board members and investors — free to preview.
Create your close package
Enter your company details and financials below. Generate your board-ready close package instantly Free to preview.
Close package preview
Fill in the form and click “Generate close package” to see your board-ready financial report here.
How it works
Board-ready month-end close package in 4 simple steps
Enter company name
Add your company details and select the reporting period for the close package.
Add revenue line items
Enter current and prior period revenue, COGS, and operating expenses for the P&L.
Add balance sheet items
Enter assets, liabilities, and equity with current and prior period values.
Preview & share
Review your formatted close package and share it via a secure View URL.
Need to manage your entire month-end close?
Create a free account to save close packages, track who has viewed them, and set up recurring monthly templates — all in one place.