Month-End Close
Complete monthly accounting close with parallel reconciliation tasks.
About this template
A month-end close workflow with parallel tasks for bank reconciliation, AR/AP review, depreciation, and expense accruals, followed by adjusting entries, trial balance, and financial statement generation.
This template helps finance teams complete closes consistently while ensuring all reconciliation tasks are completed.
Highlights
- Parallel reconciliation tasks
- Adjusting entries process
- Trial balance verification
- Financial statement generation
Ready to customize this process?
Open in the playground to edit, collaborate, and save your version.
Related templates
Explore more BPMN process templates
Purchase Order Approval
Route purchase orders through appropriate approval levels.
Budget Approval
Route budget requests through tiered approval based on amount.
Expense Reimbursement
Process employee expenses with receipt verification and manager approval.
Invoice Processing
Process vendor invoices with PO matching and payment scheduling.
Vendor Payment
Process vendor payments with 3-way match and multiple payment methods.
Customer Feedback Loop
Collect, analyze, and act on customer feedback systematically.