Prep the month-end close checklist
Know which close tasks are done, late or blocked.
Finance · On a schedule · Updated
Slack
Linear
Asana
ClickUp
Jira
TrelloHow do you track the month-end close?
To track the month-end close, set up a Loop in Maito that runs each morning of the close. It reads your close checklist in the task tracker, counts tasks done, late and blocked, names the blocker holding up the most other tasks, and posts the summary in Slack so the controller can chase the right person.
How it's done today
Close status is chased in Slack.
What Maito does
- Track the close checklist
- Remind owners
- Report what's late
Example
Loop run: Tuesday 8:30 AM · Close checklist
Day 3 of the September close: 18 of 24 tasks done. Late • Accruals review, Ravi, due yesterday. • Prepaid schedule, Ana, due today. Blocked • Bank rec for the operating account. The September statement hasn't been uploaded in Asana, and 4 other tasks wait behind it. If the statement comes today, the day 5 deadline holds. If it comes tomorrow, I'd expect it to slip to day 6. Source: the close checklist in Asana.
@Maito remind Ben to upload the statement. He has the bank login.
Asked Ben in Slack and linked the task. I'll post here as soon as it's attached.
Maito (8:30 AM):
Day 3 of the September close: 18 of 24 tasks done.
Late
• Accruals review, Ravi, due yesterday.
• Prepaid schedule, Ana, due today.
Blocked
• Bank rec for the operating account. The September statement hasn't been uploaded in Asana, and 4 other tasks wait behind it.
If the statement comes today, the day 5 deadline holds. If it comes tomorrow, I'd expect it to slip to day 6.
Source: the close checklist in Asana.
Omar (8:41 AM):
remind Ben to upload the statement. He has the bank login.
Maito (8:42 AM):
Asked Ben in Slack and linked the task. I'll post here as soon as it's attached.
How to set it up
- Ask your agent
“During month-end close, every morning at 8:30 post the status of the close checklist in Asana to #finance-close and tell owners about tasks that are late.”
- Connect task tracker
- Linear
- Asana
- ClickUp
- Jira
- Trello
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What it won't do
Maito knows a task is done only if someone marks it in the tracker. It cannot check the accounting work itself.
Questions
In your task tracker, such as Asana, Linear, ClickUp, Jira or Trello. Maito reads it there.
Yes. Ask it to remind an owner by Slack or email and it does.
No. It tracks them. Accountants do the work and post the entries.
