Numbrr.ai
Numbrr.ai
Free · Numbrr Close

Free month-end close software for accounting teams

A month-end close checklist for your team. Run the whole close in one place: preparer and reviewer sign-offs, dependencies, business-day due dates and close-time tracking. Free for teams of up to 10.

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A standalone checklist that works alongside whatever accounting system you use.

Prefer a spreadsheet? See the full checklist and free Excel template

September 2026 close

Acme Robotics, Inc. · Target BD6 · Oct 8

Today · BD3
5 of 10 items signed off50%
Cash
4/5
Record bank fees & interest
Journal entryBD1 · Oct 1
JMAK
Bank reconciliation — operating
ReconciliationBD2 · Oct 2
JMAK
Bank reconciliation — payroll
ReconciliationBD2 · Oct 2
JMAK
Credit card reconciliation
ReconciliationBD3 · Oct 5
RLAK
Cash forecast vs. actual
AnalysisBD4 · Oct 6
RLAK
Reporting & review
1/5
Trial balance review
ReportBD3 · Oct 5
SPDT
Balance sheet flux analysis
AnalysisBD4 · Oct 6
SPDT
P&L flux analysis
AnalysisBD4 · Oct 6
SPDT
Financial statement package
ReportBD5 · Oct 7
DTAK
Management report
ReportBD6 · Oct 8
DTAK
Close progress
TargetActual
0%50%100%BD1BD2BD3BD4BD5BD6
Average close
5.5 days
August close
6 days
Credit card reconciliationSigned off
AK

@RL can you attach the September card statement?

RL

Done — statement attached.

card-statement-sep.pdf

Illustration with sample data.

Close management for small accounting teams

Who prepared it, who reviewed it, what it was waiting on, and how long the whole thing took, all in one place.

Preparer & reviewer sign-offs

Every item has a preparer and a reviewer, each signing off in turn. Turn on “every item needs review” to require a reviewer sign-off across the whole checklist.

Dependencies

Mark what has to be finished first. Choose whether an open dependency shows a warning or hard-blocks the item.

Business-day targets

Set due dates as BD1, BD2, BD3, where BD1 is the first business day after month-end. Weekends and US holidays are built in, and you can add your own company holidays.

Recurring cadence

Mark items monthly, quarterly, annual or one-time. Each new close carries forward the right items automatically.

Comments & @mentions

Discuss an item where the work lives. @mention a teammate and they’re notified in-app and by email.

Attachments

Keep support on the item it backs up. Attach PDF, Excel and CSV files.

Close-time analytics

Average close time, month-over-month comparison, and a progress-vs-target chart for the close in flight.

Excel import & export

Bring your existing checklist in from Excel, or start from our template. Export back to Excel any time.

How it works

From your spreadsheet to a shared, signed-off close.

01

Sign up & add your company

Create your account and your company’s workspace. Free for up to 10 users.

02

Start from our template or import your spreadsheet

Begin with the starter close template, or bring your current checklist in from Excel. Give each item a type, a preparer, a reviewer and a target business day.

03

Invite your team and close

Everyone works from the same list and signs off as they go. Next month’s close carries forward automatically.

Questions, answered

Is Numbrr Close free?
Yes. Numbrr Close is free for up to 10 users per company, and everything described on this page is included. We plan to offer a paid plan with integrations in the future.
Does it connect to QuickBooks, NetSuite or my ERP?
Not today. Numbrr Close is a standalone checklist: it does not connect to your accounting system, your bank or your ERP, and it does not post entries or pull balances. Your team does the work where it does it now and tracks it, signs it off and reviews it in Numbrr Close.
Can I import my existing Excel checklist?
Yes. Import your current close checklist from an Excel spreadsheet to get started, and export a checklist back to Excel whenever you need it. If you would rather not start from your own, there is a starter template to build from.
How are business days counted?
BD1 is the first business day after month-end. Weekends and US federal holidays are skipped, so an item due on BD3 always lands on a working day. You can add company holidays or mark a federal holiday as a working day, choose the target business day for each item, and Numbrr Close works out the calendar date every month.
Is my data secure?
Each company's data is isolated from every other company's, uploaded files are stored privately, and what each person can see and do is controlled by their role.
Is this the same as Numbrr’s bookkeeping software?
No. Numbrr Close is a separate product with its own sign-in at close.numbrr.ai. It works alongside whatever accounting system you already use, and you do not need a Numbrr bookkeeping subscription to use it.

Close the month in Numbrr Close.

Free for up to 10 users per company. Start from the template and run this month’s close in it.

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