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The Monthly Checklist
The Monthly Checklist

Manage your month-end close process in Puzzle easily with the Monthly Checklist

Arash Ahmadi avatar
Written by Arash Ahmadi
Updated over a week ago

Puzzle's monthly checklist makes it easy to keep your books up to date with minimal time invested.
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Simply go through the list at the end of each month.
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Make sure to go in chronological order if you have multiple months to do.
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And if you get stuck, we are here to help; reach out to us through the in-app chat.

The steps in the Checklist:

  1. Review data completeness (bank reconciliations) - ensuring all your transactions are included in Puzzle

  2. Review burn - ensuring balance sheet transactions are categorized correctly

  3. Review spending, vendors, and revenue - reviewing uncategorized transactions

  4. Prepare for taxes and investors - identifying new fixed assets

  5. Review outputs for consistency and insights - reviewing the P&L and balance sheet

  6. Finalizing & locking the month

  7. Custom - Any additional checks you wish to add.

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