Who signs off on the close?

Your staff. Preparer and reviewer sign-offs are recorded on reconciliations and the period itself. Cranston does the work, and your firm owns the approval.

What happens to our categorization rules?

Cranston stores each treatment as an instruction for the client or firm. It applies the instruction each month.

For growing firms

Growing firms / Monthly Close Automation

Every client closed, every month

Cranston categorizes transactions during the month, reconciles the accounts, and completes the close checklist. Your staff reviews the month-end work.

Get started

Every client’s close on one dashboard with progress rings.

Transactions categorized daily

Reconciliations run and signed off

One dashboard of every client’s close

How the close runs

From transaction feed to closed period.

Categorization never stops
Transactions are classified daily under your firm’s rules, so month-end starts nearly done instead of at zero.
Reconciliations run themselves
Accounts are matched against statements, differences become reconciling items, and the preparer sign-off is a quick check.
The checklist gets worked
Each client’s close checklist tracks what is done and what is blocked, across every client at once.
Reports go out on time
When the period closes, financials are generated and published to the client the same week the month ends.