Month-end close with an AI assistant
A close checklist that marks which steps an AI assistant can draft, which stay with people, how to review each draft, and the prompt for each step.
What's inside
- The ground rules
- What AI can draft and what it must not do
- Before close: preparation
- Step 1: reconciliation variance notes
- Step 2: accrual candidate list
- Step 3: flux commentary
- Step 4: prepaids and deferrals check
- Step 5: close status summary
- Sign-off
- Where the drafts tend to go wrong
- A worked example
- Adapting this checklist
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