Month-end close
Use this
RunOps is invite-only while in Preview. Ask someone on RunOps to share this with you, or request access. Request access Got an invite? Open your linkGot an invite? Open the link you were sent. No invite yet? Write to system@mylinchpin.tech.
What it is
On the 1st, collect, reconcile, review and lock last month's accounts. A helper does the gathering; an approver signs it off.
Who it's for: a small finance team, a bookkeeper and the owner who approves.
The steps
Starts on the 1st of every month
- Collect bills, receipts and statements
- Reconcile bank and card accounts
- Match each bank statement
- Match card statements
- Record accruals and prepayments
- Review what is owed to and by us
- Draft the month-end reports
- Approve and lock the month
What the other person gets
Put a name, an email address or a mobile number on a step. That person is told when it's their turn: by email, or by WhatsApp if you gave a mobile number, or in Telegram if they use it, or from a link or QR code you share yourself. They open it in any browser, type a 6-digit code, and see this run and nothing else of yours. They install nothing and pay nothing.
Make it yours
On the start form you choose the people and the start date. Once it is running, every step in your run is yours to change; the ready-made itself stays as it is.
Month-end close
Use this
RunOps is invite-only while in Preview. Ask someone on RunOps to share this with you, or request access. Request access Got an invite? Open your linkGot an invite? Open the link you were sent. No invite yet? Write to system@mylinchpin.tech.