How to Use Easy Month End: Master Your Workflow in 2026?

Quick Start

This guide covers every Easy Month End feature:

• Getting Started — Create your account and connect your accounting software
• How to Use Auditor Control & Tracking — Track every control owner, due date, and sign-off in one place
• How to Use Evidence for Control Testing — Attach supporting documentation to each control so auditors stop chasing files
• How to Use Finance Task Management — Assign accounting tasks with deadlines so nothing slips past month end
• How to Use Review Reconciliations — Approve or reject bank reconciliation work with a full comment trail
• How to Use Stress Less Checklist — Run a repeatable month end close checklist every accounting period
• How to Use Team Management — Balance workload across team members and cover absences fast
• How to Use Real-Time Status — See close progress live instead of chasing status updates
• How to Use Audit-Ready Documentation — Keep supporting documentation filed against the correct period
• How to Use Balance Sheet Reconciliations — Tie every balance sheet account to real account balances

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I ran two full closes in Easy Month End across a six-month period.

Every screen below is one I actually clicked through myself.

The month end close process is the accounting work done after each period ends.

It exists to produce accurate financial statements on a predictable date.

High-performing finance teams close in about five days.

Lower quartile teams take ten days or more.

The gap is rarely skill — it is coordination.

Many finance teams still run the whole thing from one shared spreadsheet.

Accurate financial reporting is what tells you the company’s financial health.

Clean financial records are also what let owners make informed decisions.

This walkthrough of how to use Easy Month End shows where that coordination happens.

Easy Month End Tutorial

This tutorial walks through every feature in order, from first login to a locked accounting period.

Easy Month End

Stop rebuilding the same spreadsheet every month. Easy Month End gives finance teams one checklist, live status, and audit-ready documentation for the whole close process. Plans start at $45/mo.

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Getting Started with Easy Month End

Complete this one-time setup before touching any feature.

It takes about three minutes.

Here is what the first run looked like for me:

Now let’s walk through each step.

Step 1: Create Your Account

Go to the Easy Month End website and click Start Free Trial.

Enter your work email and create a password.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Connect Your Accounting Software

Easy Month End runs in the browser, so there is nothing to install.

Link QuickBooks, Xero, or Sage from the Integrations screen.

This pulls financial data across automatically and cuts manual entry.

Financial data collection then stays up to date from day one.

✓ Checkpoint: Your bank accounts appear in the reconciliation list.

Step 3: Set Your Close Calendar

Choose your target close day and working-day rules.

Every deadline in the app then shifts with your calendar.

How to Use Easy Month End Auditor Control & Tracker

Auditor Control & Tracking keeps every internal control visible so nothing in the close process is missed.

Step 1: Open the Controls Dashboard

Click Controls in the left sidebar after logging in.

You will see every control mapped to the month end close process.

Step 2: Assign an Owner and Due Date

Pick a control, choose an owner, then set a deadline.

Spreading owners across the accounting department stops one person carrying all the tasks.

Here’s what this looks like:

✓ Checkpoint: Each control shows a named owner and a due date.

Step 3: Track Sign-Off Status

Watch each control move from open to reviewed automatically.

How to Use Easy Month End Evidence for Control Tester

Evidence for Control Testing stores proof against each control instead of scattering it across inboxes.

Step 1: Select the Control to Test

Open any control and click the Evidence tab.

Step 2: Upload Your Supporting Documentation

Drag in bank statements, vendor invoices, and expense reports.

Screenshots of accounting software reports work here too.

Here’s what this looks like:

✓ Checkpoint: The evidence list shows your files with the right month attached.

Step 3: Tag the Accounting Period

Label each file with the correct period before saving.

Mis-tagged files are the top cause of accounting errors during audits.

How to Use Easy Month End Finance Task Manager

Finance Task Management turns a scattered to-do list into a scheduled plan for finance teams.

Step 1: Create Your Task List

Add every recurring job, from bank reconciliation to revenue recognition.

Include a row for reviewing unusual financial transactions.

Step 2: Set Owners and Deadlines

Give each task a person and a date.

Dependencies stop a reviewer starting before the preparer finishes.

Here’s what this looks like:

✓ Checkpoint: Every task has an owner, a due date, and a status.

Step 3: Track Completion Daily

Check the list each morning during close week.

Daily record-keeping prevents the end-of-month workload spike.

How to Use Easy Month End Review Reconciliations

Review Reconciliations gives reviewers a single queue instead of a folder of emailed spreadsheets.

Step 1: Open the Reconciliation Queue

Filter the queue to items waiting on your approval.

Step 2: Compare Against Bank Statements

Check cash balances against bank and credit accounts line by line.

Flag anything that does not tie to customer payments or vendor invoices.

Here’s what this looks like:

✓ Checkpoint: Approved items disappear from the queue and lock.

Step 3: Approve or Send Back

Approve clean work or return it with a comment.

The comment stays attached, so the fix is documented.

How to Use Easy Month End Stress Less Checklist

Stress Less Checklist is a ready-made month end close checklist you adapt once and reuse.

Step 1: Load the Checklist Template

Pick a template from the library on the Checklists screen.

Step 2: Customise for Your Stack

Rename steps to match your own accounting software.

Add rows for prepaid expenses, accrued expenses, and fixed asset activity.

Here’s what this looks like:

✓ Checkpoint: Next month’s checklist appears with all the tasks pre-filled.

Step 3: Roll It Forward

Click Roll Forward to copy the list into next month.

Completed items reset while owners and deadlines stay.

How to Use Easy Month End Team Manager

Team Management shows who is overloaded before missed deadlines become a pattern.

Step 1: Add Your Team Members

Invite colleagues by email and set their permission level.

Reviewers get approval rights; preparers do not.

Step 2: Check Workload Balance

Open the People view to see task counts per person.

Here’s what this looks like:

✓ Checkpoint: Each person shows a realistic task count for close week.

Step 3: Reassign During Absences

Bulk-move tasks to another owner in two clicks.

Nothing stalls when someone is on leave.

How to Use Easy Month End Real-Time Status

Real-Time Status replaces the daily status meeting with a dashboard anyone can open.

Step 1: Open the Status Dashboard

The home screen shows completion percentage for the current close.

Step 2: Filter by Owner or Area

Narrow the view to accounts payable, accounts receivable, or cash.

Red items are overdue; amber items are due today.

Here’s what this looks like:

✓ Checkpoint: The dashboard shows a live percentage and a list of blockers.

Step 3: Share the View

Send your controller a live link instead of a spreadsheet.

Real-time visibility improves collaboration during the month end close.

How to Use Easy Month End Audit-Ready Documentation

Audit-Ready Documentation centralises audit files so the auditor’s follow-up list gets much shorter.

Step 1: Set Your Folder Structure

Create folders by period, then by account.

Step 2: Attach Files to Each Task

Link journal entries, invoices, and statements to the task that used them.

Every file inherits the period stamp automatically.

Here’s what this looks like:

✓ Checkpoint: The export includes every attachment for the month you selected.

Step 3: Export the Audit Pack

Click Export to produce a single zipped pack.

Send it once instead of answering twenty separate requests.

How to Use Easy Month End Balance Sheet Reconciliations

Balance Sheet Reconciliations checks that each balance sheet line is backed by evidence, not assumption.

Step 1: Import Your General Ledger Balances

Upload a trial balance export from your accounting software.

A CSV from QuickBooks or Xero works fine.

Step 2: Match Each Account

Work down the list and attach proof for each balance.

Cash ties to bank statements; fixed assets tie to the asset register.

Here’s what this looks like:

✓ Checkpoint: Unreconciled accounts show a difference figure in red.

Step 3: Sign Off the Balance Sheet

Mark reconciled accounts complete and lock them.

No new financial activity can then land in the previous month.

Easy Month End Pro Tips and Shortcuts

These are the habits that cut two days off my close.

They match the best practices used by teams that close in five days.

Automating repetitive tasks reduces errors and frees the accounting department for analysis.

Keyboard Shortcuts

Hidden Features Most People Miss

• Soft close runs: Duplicate your checklist mid-month to catch issues early and spread the workload.
• Dependency chains: Block a review task until the preparer finishes, which stops rework.
• Recurring accruals: Save repeat journal entries as templates so accrued expenses post in seconds.
• Lessons-learned notes: Log what went wrong each month, then fix one item before the next close.

Here’s a quick look at the benefits teams report most often:

Easy Month End Common Mistakes to Avoid

Mistake #1: Leaving everything until the last three days

Mistake #2: Tracking the close in a shared spreadsheet

Mistake #3: Filing evidence after the fact

Easy Month End Troubleshooting

Problem: Imported balances do not match the ledger

Cause: The trial balance was exported before the last journal entries posted.

Fix: Re-export from your accounting software, then re-import and refresh the reconciliation.

Problem: A task shows complete but has no evidence

Cause: The owner ticked the box without uploading supporting documentation.

Fix: Turn on required attachments in Settings so tasks cannot close empty.

Problem: Deadlines land on weekends

Cause: The close calendar is set to calendar days rather than working days.

Fix: Switch to working days in Settings, then roll the checklist forward again.

📌 Note: If none of these fix your issue, contact Easy Month End support.

What is Easy Month End?

Easy Month End is close management software for finance and accounting teams.

Think of it as a shared checklist that also stores your proof.

It does not replace your ledger.

Your income statement, balance sheet, and cash flow statement still come from there.

It sits above them and controls who does what, by when.

Watch this quick overview:

It includes these key features:

• Auditor Control & Tracking: Track every control owner, due date, and sign-off in one place
• Evidence for Control Testing: Attach supporting documentation to each control so auditors stop chasing files
• Finance Task Management: Assign accounting tasks with deadlines so nothing slips past month end
• Review Reconciliations: Approve or reject bank reconciliation work with a full comment trail
• Stress Less Checklist: Run a repeatable month end close checklist every accounting period
• Team Management: Balance workload across team members and cover absences fast
• Real-Time Status: See close progress live instead of chasing status updates
• Audit-Ready Documentation: Keep supporting documentation filed against the correct period
• Balance Sheet Reconciliations: Tie every balance sheet account to real account balances

For a full review, see our Easy Month End review.

Easy Month End Pricing

Here’s what Easy Month End costs in 2026:

Free trial: Yes — start without a credit card and test one full close.

Money-back guarantee: Not advertised; plans are billed monthly and cancel anytime.

Here’s how the plans compare on screen:

💰 Best Value: Company at $89/mo — it adds the reviewer approvals most teams actually need.

Easy Month End vs Alternatives

How does Easy Month End compare? Here’s the competitive landscape:

Quick picks:

• Best overall: QuickBooks — the ledger most accountants already know.
• Best budget: Wave — free bookkeeping for very small operations.
• Best for beginners: Zoho Books — gentle learning curve at a low price.
• Best for close control: Easy Month End — nothing else here tracks sign-off this closely.

🎯 Easy Month End Alternatives

Looking for Easy Month End alternatives? Here are the top options:

• 🚀 Dext: Pulls data off receipts and vendor invoices fast, feeding cleaner financial data into your close.
• ⭐ Xero: Full cloud accounting software with strong bank reconciliation and tidy monthly financial statements.
• 🧠 Puzzle IO: Automates journal entries and accruals for startups that want financial reporting without a big accounting team.
• 🏢 Sage: Deep accounting features for established firms, including fixed assets and multi-entity financial reporting.
• 💰 Zoho Books: Affordable accounting software covering invoicing, accounts receivable, and basic close tasks in one place.
• 🔧 Synder: Syncs high-volume customer payments and fees into the general ledger in the correct period.
• ⚡ Docyt: Automates data collection and categorisation, cutting repetitive tasks from the monthly closing process.
• 👶 RefreshMe: Simple task tracking for very small finance teams that only need deadlines and reminders.
• 🎯 Wave: Free accounting software for sole traders who need an income statement and little else.
• 💼 Quicken: Tracks personal and rental cash flow rather than a formal business month end close.
• 📊 Hubdoc: Automatically fetches bank statements and bills, so supporting documentation arrives without chasing.
• 🔥 Expensify: Handles expense reports and card spend, feeding accurate data into your accrued expenses.
• 🌟 QuickBooks: The default small business ledger, with solid reports and wide accountant familiarity.
• 🔒 AutoEntry: Converts paper and PDF documents into posted transactions, reducing manual keying and human error.
• 🎨 FreshBooks: Strong invoicing and time tracking for service firms watching accounts receivable closely.
• 🏢 NetSuite: Enterprise-grade financial close with consolidation, revenue recognition, and multi-currency reporting.

For the full list, see our Easy Month End alternatives guide.

⚔️ Easy Month End Compared

Here’s how Easy Month End stacks up against each competitor:

• Easy Month End vs Dext: Dext captures documents better; Easy Month End actually manages the close process around them.
• Easy Month End vs Xero: Xero is the ledger itself; Easy Month End is the checklist layer that sits on top of it.
• Easy Month End vs Puzzle IO: Puzzle IO automates bookkeeping; Easy Month End controls review, sign-off, and audit evidence.
• Easy Month End vs Sage: Sage covers more ground; Easy Month End is far quicker to roll out and much cheaper.
• Easy Month End vs Zoho Books: Zoho Books wins on price and breadth; Easy Month End wins on close-specific control tracking.
• Easy Month End vs Synder: Synder solves transaction volume; Easy Month End solves coordination across team members.
• Easy Month End vs Docyt: Docyt automates more; Easy Month End costs less and focuses purely on the close.
• Easy Month End vs RefreshMe: RefreshMe is simpler; Easy Month End adds reconciliation review and audit-ready documentation.
• Easy Month End vs Wave: Wave costs nothing but has no close workflow; Easy Month End is built for it.
• Easy Month End vs Quicken: Quicken suits individuals; Easy Month End suits an accounting department with real deadlines.
• Easy Month End vs Hubdoc: Hubdoc gathers documents; Easy Month End tracks who reviewed them and when.
• Easy Month End vs Expensify: Expensify owns one workflow; Easy Month End coordinates every workflow in the close.
• Easy Month End vs QuickBooks: QuickBooks holds the data; Easy Month End manages the people and steps around it.
• Easy Month End vs AutoEntry: AutoEntry removes typing; Easy Month End removes missed deadlines and unclear ownership.
• Easy Month End vs FreshBooks: FreshBooks bills clients well; Easy Month End closes the books well.
• Easy Month End vs NetSuite: NetSuite handles complexity; Easy Month End handles the same discipline at a fraction of the cost.

Start Using Easy Month End Now

You learned how to use every major Easy Month End feature:

• ✅ Auditor Control & Tracking
• ✅ Evidence for Control Testing
• ✅ Finance Task Management
• ✅ Review Reconciliations
• ✅ Stress Less Checklist
• ✅ Team Management
• ✅ Real-Time Status
• ✅ Audit-Ready Documentation
• ✅ Balance Sheet Reconciliations

Next step: Pick one feature and try it now.

Most people start with the Stress Less Checklist.

It takes less than five minutes to set up.

Frequently Asked Questions

How to do month end closing in accounting?

Collect all the data, reconcile accounts, post journal entries for accruals and depreciation, then prepare financial statements. Finish with a final review and lock the accounting period.

What is the easiest way to do bank reconciliation?

Import your bank statements, auto-match cleared items, then investigate only the exceptions. Reviewing weekly instead of monthly keeps the list short and helps you catch mistakes early.

What happens if month end isn’t done right?

Accounting errors carry into the next period, tax filings get delayed, and cash flow reporting becomes unreliable. Auditors then ask more questions, which costs your accounting team real time.

How to close accounts payable at month end?

Match vendor invoices to receipts, accrue anything received but unbilled, then reconcile accounts payable to the general ledger. Cut off new entries once the subledger agrees.

What are typical month-end tasks?

Bank reconciliation, accounts receivable and accounts payable review, inventory count, asset purchases, prepaid expenses, accrued expenses, journal entries, and preparing reports for management.