Blog
Notes on finance operations and the agents that do the work.
Guides and notes from our team: the close, controls, and what an agent should and should not be allowed to do in the books.
Published posts
Glossary
Prepaid expenses: Journal entry, amortization schedule, and examples
The definition, the journal entry, a $73,000 policy amortized at $200 a day, an early cancellation, prepaids against accruals and deferred revenue, and one company's October reconciliation.
Guide
Bank reconciliation: Statement, examples, and template
The statement and its formula, the five steps, one company's three accounts at October 31 and the five entries they need, which items need an entry, the template, old outstanding checks, and what automation takes on.
Glossary
Deferred revenue: Meaning, journal entries, and examples
The meaning, when ASC 606 says to record it, a subscription's entries, the current and noncurrent split, how it differs from unearned and accrued revenue, and one company's October roll-forward with the credit memo it finds.
Guide
Account reconciliation: Meaning, process, and examples
The meaning, the types, the five-step process, one company's six October reconciliations and the three differences they find, and how to clear reconciling items that keep rolling forward.
Glossary
Accrued revenue: Definition, examples, and journal entry
The definition, the journal entry and its reversal, accrued revenue vs deferred revenue and receivables, and one company's October revenue accruals checked against the November invoices.
Guide
Post-closing trial balance: Examples, types, and when to prepare it
The three types of trial balance, one company's year-end numbers through all three, how often to prepare each, and what to check when one won't balance.
Glossary
Accrued expenses: Definition, examples, and journal entry
The definition, the journal entry and its reversal, accrued expenses vs accounts payable, and one company's October accrual schedule checked against its invoices.
Alternatives
BlackLine alternatives: What to switch to and when to stay
Compare tools by why you're leaving, the modules you need, and the full cost of switching before renewal.
Analysis
A short close can still hide a week of manual work
What a zero-day close means, where the work hides, and how close hours show whether a faster close actually takes less work.
Guide
Does AI make the month-end close more accurate? What the evidence shows
What public tests and a 2026 field study show about AI accuracy in the close, the errors AI makes, and how to review and measure its work.
Buyer's guide
Best AI agents for finance teams (2026): 8 checks to run before you buy
The AI agents for the close, payables, receivables and FP&A by job, with 8 checks to run before you buy, what buyers pay and a demo script.
Buyer's guide
FloQast alternatives (2026): Compared by why you're leaving
Ten FloQast alternatives matched to the reason you're leaving, with what buyers pay, a seven-step test, and a plan to switch without disrupting a close.
Guide
Month-end journal entries: Examples and what to review
25 common entries with their debits, credits, support and reviewer, the review checklist, an approval matrix and one month that ties to the trial balance.
Buyer's guide
Best month-end close software (2026): Compared by work done
The leading close tools compared by the work each one does, with the controls to require, what they cost, and a one-week test to run.
Guide
Budget vs actual: Report, variance formula, and examples
The budget variance formula, favorable and unfavorable variances, and a full March report with the commentary that explains it.
Guide
What is FP&A? Meaning, roles, and example
What an FP&A team does each month, what it delivers, and how teams and roles are structured, with a worked example from one company's March.
Checklist
Month-end close checklist: Owners, inputs, and review
Every close task with its owner, reviewer, inputs, due day, and done-when test, plus versions for SaaS, small business, and multi-entity teams.
Guide
How long should month-end close take? Benchmarks and timelines
Benchmarks from Ledge, APQC, and Ventana, a typical five-day timeline, and how to measure both the days to close and the days to report.
Guide
Month-end close process: steps, order, and calendar
Each step in order, which tasks can run in parallel, and a day-by-day calendar with clear completion criteria for every task.
Guide
What is month-end close? Meaning, steps, and example
What happens during the close, why it takes as long as it does, who's involved and what it produces, with a worked example from one company's March close.
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