A 32-step close template, the automations that run it and the three numbers to watch every month.
Finance teams were among the first to adopt Arclay, and month-end close is the workflow they ask about most.
Start from the template
Our close template has 32 steps across reconciliation, accruals, review and reporting. Each step has an owner, a due day relative to month end and the documents it needs.
Let it run itself
The template repeats every month on its own. Reminders go out two days before each due day, and the controller sees a live progress bar instead of chasing people.
Watch three numbers
Days to close, number of late steps and number of reopened steps. If any of them climbs two months in a row, the template needs work.
