Tracking your monthly close

The dashboard shows one status per month, updated by your bookkeeping team as the work moves:

• Pending — we're waiting on inputs (usually a statement or a reply from you). The note under the status says exactly what.
• In progress — transactions are being categorized and reconciled.
• In review — a senior bookkeeper is checking the work.
• Closed — reconciled, reviewed, final. A closed month comes with a summary you can hand straight to your CPA.

Target: closed by the 10th business day of the following month, provided inputs arrive by the 5th. If a month is stuck, the note field is where we'll tell you why — it's always the first thing we update.