25 minute playbook

Close the month in one sitting

A ninety-minute routine that leaves the books tidy, the numbers explainable and nothing waiting for your accountant.

Clear the receipt inbox
Forward or photograph anything still sitting in email and let Vio read the amounts, then confirm the ones it flags.
Open the receipt inbox
Reconcile money in and money out
Match payments against invoices and expenses against bills. Anything unmatched is either missing paperwork or a duplicate.
Reconcile
Check the month's profit against the last one
Look at the direction, not the decimal. A drop that you can explain is fine; one you cannot is the thing to investigate.
Open insights
Send the accountant package
Export the month with the documents attached, so nobody has to email back asking for a receipt.
Build the package

Run this playbook in your own workspace

Every step above links to a real screen. Create a workspace and work through it in one sitting.