LÍteed
Month-end close automation
Turn month-end close into a predictable runbook. Generate checklists, send reminders, collect evidence links, and track progress in one view.
- Close checklist with owners and deadlines
- Reminders, escalations, and evidence collection
- Progress dashboard and exception tracking
Who it targets
- SMB finance teams that close monthly
- COOs who want visibility without enterprise ERP projects
- Teams relying on spreadsheets, email, and chat coordination
Pain it solves
- Close depends on manual reminders and hero effort
- Evidence is missing or scattered across folders
- No real-time view of what is blocked
- Close slips and reporting becomes unreliable
Business process flow
- Trigger: schedule or close kickoff button
- Create: close checklist tasks per owner
- Collect: evidence links and completion notes
- Escalate: overdue steps to team leads
- Report: close readiness, blockers, and completion timeline
Integrations
- Chat: Slack or Teams
- Tasks: Jira, Asana, ClickUp, or a lightweight internal dashboard
- Docs: Google Drive or Microsoft 365
- Optional: accounting exports if you already have them
What we deliver
- Close runbook and task automation
- Reminders and escalation policy
- Evidence index with timestamps
- Progress dashboard and exception list
- Audit trail of completion and changes
Success metrics
- Days to close
- Overdue checklist items
- Missing evidence count
- Reopens and late adjustments