All automationsMonth-end close and reporting automation templates
Build the management pack, write variance commentary, post accruals and allocations, and answer ledger questions in plain English.
- Replaces Fathom
Working day 8Reporting and close
Build the month-end management pack
Pulls the P&L, balance sheet and cash flow from Xero, fills your Excel pack and drafts commentary for the finance lead to review.
5 stepsUse template → - Replaces Fathom
Working day 5Reporting and close
Write budget versus actual commentary
Compares NetSuite actuals with budget, finds the transactions behind each material variance and drafts the commentary in Excel.
5 stepsUse template → 
Working day 4Reporting and close
Post overhead allocation journals
Reads allocation drivers from Excel, splits shared overheads across departments and drafts the journals in Sage for approval.
4 stepsUse template →
Last working day of the monthReporting and close
Post accruals and release prepayments
Finds costs with no bill yet, proposes accruals, releases prepayments on schedule and drafts the journals in Xero for approval.
4 stepsUse template →
Working day 1Reporting and close
Post recurring month-end journals
Prepares depreciation, amortization and other recurring journals in NetSuite, checks the amounts and asks for approval in Slack.
5 stepsUse template →- First Monday of the month
Reporting and close
Clean up stale and open purchase orders
Lists stale, unreceived and overbilled purchase orders in NetSuite, asks each owner in Slack and closes the ones they approve.
4 stepsUse template → 
Working day 6Reporting and close
Build the month-end evidence pack
Gathers balance sheet recs, bank statements and supporting documents from QuickBooks into one Excel pack for review or audit.
5 stepsUse template →- Whenever you ask
Reporting and close
Ask your ledger questions in Slack
Ask a question about your Xero numbers in Slack and get a plain-English answer with the transactions behind it.
4 stepsUse template →
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Don't see your job here? Describe it.
Modern builds automations from plain English, so any finance job you can describe can run on a schedule or a trigger.
Works across your ERP, inbox and apps- Your approval where you want it
- Free to start, no card needed