Flow

Month-end activities

Every cutoff, every journal review, every accrual - on a workflow, on schedule, on the right person's plate.

WorkTiles holds the structure of the work that ties your close together - the meetings, the cutoffs, the journal reviews, the accruals, the intercompany matching. Every recurring step becomes a workflow with the right owner, the right deadline, and the right dependencies.

Book a demo All flows

A real close workflow - accruals and provisions feeding balance reconciliations, then signoff.

The work

How this flow runs in WorkTiles

  1. 01

    Model the close as a workflow

    Cutoffs, kickoff meetings, journal reviews, accruals, AP/AR closes, intercompany matching - every recurring task in the close becomes a step with an owner, a deadline, and a dependency. Change a step and the whole team sees it.

  2. 02

    The work materializes for every period

    Set the cadence once - first business day, T+1, every Wednesday. WorkTiles generates the workflow for each period automatically. You don't rebuild the close template every month.

  3. 03

    Owners see what's theirs, when it's due

    Every team member opens their personal board and sees what they own this period - today, tomorrow, the rest of the week. No spreadsheet, no group chat, no "where are we on this?".

  4. 04

    Dependencies unblock automatically

    When a journal entry is approved, the next reviewer is notified. When the cutoff is hit, downstream tasks unlock. The workflow runs the workflow.

  5. 05

    The close lands on schedule

    Every task is accounted for, every dependency is honored, every owner knows what's next. The close is no longer a fire drill - it's a process that runs.

Why WorkTiles

What's different about running it here

Workflows, not checklists

Steps have owners, deadlines, dependencies, and statuses. A checklist is a list. A workflow is a system that keeps the work moving even when you're not looking.

The same template, every period

Set up the close once. Every month, every quarter, every year - WorkTiles materializes the same structure with the new dates and the right owners.

Visible to the whole team

Status meetings get short. The board shows what's done, what's pending, what's blocking. The controller sees the same thing the staff accountant sees.

Adjusts when reality does

A team member is out, a cutoff slips, a new entity is added - change the workflow, the next period reflects it. No re-issuing a 40-tab spreadsheet.

Related flows

The work doesn't stop here

Monthly close

Month-end activities are the connective tissue. See how they thread through the full close.

Reconciliation

The grid of accounts, evidence, and approvals that runs alongside the activities workflow.

Team activities

For the work that happens outside the close - onboarding, audits, ad-hoc projects.

Run finance with less friction.
And more control.

Book a 30-minute demo. We'll show you the close, the recurring work, and how onboarding actually goes.

Book a demo How onboarding works