Month-End Close with AI Assistance
The close checklist, checking unusual balances, and preparing the close report with the help of AI tools.
Course contents
- 1The close checklist
- 2Checking unusual balances and movements
- 3Reconciliations
- 4Accrual entries
- 5The close report for management
- 6Building a month-end close tracker with AI that records the owner, deadline and status of each task
What you gain from the course
You can shorten the month-end close and reduce its errors.
Other courses in the same track
Application in financial accounting
Automating Journal Entries and Adjustments with AI
Having recurring and adjusting entries suggested automatically, with review and approval staying with the accountant.
Smart Bank Reconciliation
Matching the bank statement to the books automatically and isolating unmatched items for review.
Reading Invoices and Documents Automatically (OCR) and Entering Them into the System
Extracting data from scanned invoices and documents and turning it into entries ready for review.
Preparing Financial Statements and Notes with AI Tools
Drafting the statements and their notes, then reviewing them professionally before sign-off.
Automating Payables and Receivables
Automating invoice entry, due-date tracking, collections and overdue reminders.