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    Month-End Close

    An Orderly Month-End Close, From Checklist to Board Pack

    Close checklist and tracking with owners, period locking and a board pack at the end. Aurora explains the month's variances.

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    The Close Challenge

    A close that runs on reminders.

    Tasks, owners and deadlines spread across emails and sheets: nobody can see at a glance what is missing.

    01 · Critical Issue

    The close drags on for weeks every month

    Every day the close slips delays the actuals management compares with the plan.

    1. 02Tasks tracked in spreadsheets and emails
    2. 03No visibility into bottlenecks
    3. 04Manual reconciliations cause delays
    4. 05Audit requests derail the team

    The Solution

    There's a better way.

    How OnePlan handles it

    One model, one process.

    OnePlan is the model; Aurora understands and explains it within each person's permissions; board packs and dashboards take the result to management.

    1. 01 · Plan

      OnePlan

      • Close checklist and tracking, with an owner per task.
      • Period locking at close; the close summary is rule-based.
      See OnePlan

    2. 01 · Inside OnePlan

      Aurora

      • Explains the month's variances it can support, with the source of every figure.
      • Anything it cannot verify is flagged as unverified.
      See Aurora

    3. 01 · Reporting

      Board packs and dashboards

      • Turns the close into the board pack.
      • PDF or PPTX export and scheduled delivery.
      See management reporting

    The next layers in this process

    They build on the same model. We'll show you how to get access in the demo.

    • 02 · Delegate

      Early access

      AI Workforce

      Close Agent prepares reconciliations and chases outstanding close items.

      Explore AI Workforce

    • 03 · Decide

      Early access

      Boardroom

      Monthly close review in committee.

      Explore Boardroom

    Example flow

    How it works, step by step

    1. 01The team imports the month's actuals from Excel or CSV, with row validation.
    2. 02The close checklist shows which tasks are pending and who owns each one.
    3. 03Aurora explains the main variances against budget.
    4. 04OnePlan generates the month's board pack and finance shares it with management.

    Illustrative flow: the detail depends on how your model is set up.

    Start from your Excel

    Import from Excel and CSV with row validation. Your systems stay the source; OnePlan brings them together in one model.

    See integrations

    Ready to Get Started?

    We'll show you OnePlan applied to your case in a personalized demo.

    Book a demo