Closing the books in two days with June

Our close used to take four days, and two of them were matching bank lines to invoices by hand. June does that overnight now: 214 lines a day, matched and explained.

What June does

June pulls the bank feed, matches every line it can, and writes one sentence for each line it can’t. On a normal day that leaves me four or five lines to look at, each with a guess about what happened.

Refunds and write-offs wait for me. A handful of approvals a week is my whole involvement in the part of the close that used to take two days.

What I still do

I read the shift report every Friday and sign it. I decide what we do about the odd lines. And I spend the two days we got back on the forecast, which is the part of my job I actually like.