# Month-End Close Checklist for Controllers

> AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.

- **Role:** [Controller](https://calish.com/workflows/for/controller/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Mid-Market Controller](https://calish.com/workflows/specialty/mid-market-controller/)
- **Action:** Month-End Close Checklist
- **Canonical URL:** https://calish.com/workflows/month-end-close-checklist-for-controller/

## The Problem

Every Mid-Market Controller month-end runs on a checklist in NetSuite that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.

## What We Build

AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.

## Tools & Integrations

- NetSuite
- Sage Intacct
- Bill.com
- Expensify
- Zapier

## How It Works

1. **Discovery call.** We map your current month-end close checklist process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [NetSuite](https://calish.com/workflows/with/month-end-close-checklist-for-controller-with-netsuite/) — Month-End Close Checklist built natively in NetSuite
- [Sage Intacct](https://calish.com/workflows/with/month-end-close-checklist-for-controller-with-sage-intacct/) — Month-End Close Checklist built natively in Sage Intacct
- [Bill.com](https://calish.com/workflows/with/month-end-close-checklist-for-controller-with-bill-com/) — Month-End Close Checklist built natively in Bill.com
- [Expensify](https://calish.com/workflows/with/month-end-close-checklist-for-controller-with-expensify/) — Month-End Close Checklist built natively in Expensify

## Related Workflows

- [Client Onboarding for Controllers](https://calish.com/workflows/client-onboarding-for-controller/)
- [Tax Document Gathering for Controllers](https://calish.com/workflows/tax-document-gathering-for-controller/)
- [Tax Return Review for Controllers](https://calish.com/workflows/tax-return-review-for-controller/)
- [Client Status Communication for Controllers](https://calish.com/workflows/client-status-communication-for-controller/)
- [Bank & Credit Card Reconciliation for Controllers](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-controller/)
- [Bill Capture & AP Processing for Controllers](https://calish.com/workflows/bill-capture-and-ap-processing-for-controller/)

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