Period-close readiness check
Purpose
A compressed assessment of whether your reconciliation management application and its operators are ready for a named close: aged breaks, incomplete evidence packs, missing approvers, and known configuration quirks that tend to surface under scrutiny.
Included
- Snapshot of open exceptions by age and owner
- Spot checks of evidence attached to a sample of high-value items
- Confirmation that approval paths match the people actually available during close week
- Punch-list of fixes that can still land before the close starts
- Brief written memo for the controller
Timing
Best scheduled two to three weeks before the close begins. Later starts are possible but leave less room to clear the punch-list.
Next step
Share your close date and application name via Contact.