Module 4 · End-to-end case: the monthly close
Month-end close, part 1: preparation and reconciliation
In short
Sari closes October's books at a small distribution business. She uses AI to plan and build formulas from structure, runs the matching herself, and traces one unknown difference until there is evidence.
After this lesson you can
- Plan a monthly close by separating the steps AI helps with from the steps only people do
- Run a small business bank reconciliation from structure to every line ticked, with real data staying in the spreadsheet
- Handle an unknown difference as a finding to trace, not something explained by a guess
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