Month-End Close Workflow
Reconciliation tasks for month-end: freeze data, final signoffs, evidence packs.
5 min readmonth-endcloseaudit
Month-end adds extra rigor: freeze data sources, resolve all material breaks, generate signoff evidence.
Data Freeze
Lock data sources at COB on last business day. No late amendments.
Final Signoffs
Require manager countersignature for month-end runs.
Evidence Packs
Export evidence bundles aligned to the SOC 2 Trust Services Criteria for your external audit and vendor-risk reviews.