Month End Close
Month End Close Checklist for Bookkeeping Firms. See every client close on one board, tick the 14 close steps, track what you wait for from each client, and watch late closes and hours against fee. Free to clone.
Month End Close is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 6 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Close Desk and Guide Helper. Its automations include Monday unanswered requests, Weekday close check and Write a document request.
by @taskade
What you can do with Month End Close
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Month End Close works
- Monday unanswered requests: when Every Monday at 9:00 AM, then Find the "Owner email" setting and Read the "Owner email" setting.
- Weekday close check: when Every weekday at 8:00 AM, then Find the "Owner email" setting and Read the "Owner email" setting.
- Write a document request: when an item is added to Waiting on client, then Read the item and Write the request on the item.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Close Desk, Guide Helper
- Automations: Monday unanswered requests, Weekday close check, Write a document request
- Workspace: 6 projects, 2 AI agents, 5 automations