Taskade Genesis turns your year-end close from a stressful marathon into a smooth, automated process — every task is tracked, every accrual is calculated, and nothing gets missed.
What Is Year-End Close Automation?
Year-end close automation manages the full financial closing checklist: accruals, prepayments, depreciation runs, reconciliations, and final journal entries — assigning tasks, tracking progress, and flagging blockers automatically so the close happens on time.
Why Use Year-End Close Automation?
- Complete checklist coverage: Every close task is pre-loaded and assigned to the right person with a due date and dependency chain.
- Progress visibility: A Board view shows which tasks are Done, In Progress, and Blocked at a glance.
- Automatic accrual reminders: An AI agent prompts the relevant team members for accrual figures before the deadline.
- Historical comparison: Persistent memory lets the agent compare this year's close timeline to last year's and flag emerging delays.
- Relational task links: Each close task links to the relevant account, reconciliation, or journal entry via the Relationship field.
Who Should Use Year-End Close Automation?
- Finance managers coordinating a team through a complex multi-entity close.
- Accountants who want a standardised close process they can replicate year after year.
- Bookkeepers managing year-end for several clients simultaneously.
- CFOs who need daily close-progress visibility without attending every status meeting.
- Startups doing their first formal year-end and needing a proven checklist framework.
How To Automate Year-End Close?
- Clone the Year-End Close app from /automate — live in one click.
- Customise the close checklist in the Board view to match your entity's specific requirements.
- Assign tasks and due dates in the database; link each to the relevant account via the Relationship field.
- Set the AI agent to chase overdue items and escalate blockers automatically.
- Run the final trial balance export and push it to your accounting software via 100+ integrations.
See how finance teams close faster at /community and explore more tools on /automate.