Founding-firm program open. Five clients, first month free. See details
Platform · Month-end close

Reviewed, signed, and on your letterhead.

What remains at month-end is the part that needs judgment, and a person who signs their name to it. Everything else already happened.

What arrives, and when.

The close is one unit of work with a deadline attached, not a folder that fills up. It walks an ordered pipeline and every stage hands to the next.

  • A credentialed accountant reviews and signs every file
  • P&L, balance sheet, cash flow, and an open-items memo
  • Delivered in two to three days, by PDF, portal, or email

The package

Profit & lossAs your ledger produces it, on your letterhead
Balance sheetSame source, same treatment
ReconciliationsPer account, with variance shown
Coded transactionsEvery row, with what it was coded to
Collected documentsFiled against the client and the month
Open-items memoOne page: what is outstanding, and why

The financial statements Bursar delivers are the ones QuickBooks or Xero produce, rendered on your letterhead. Bursar does not compute a second set of numbers and present them beside your ledger’s - one set of books, one source of truth.

The pipeline.

Three of the six stages run all month, which is the entire reason the last three fit into two to three days.

Ingest
Transactions and documents flow in from the connection · All month
Code
Each transaction is categorized nightly · All month
Chase
Missing documents are requested and nudged · All month
Reconcile
Books proven against the bank statement · After period end
Review
A credentialed reviewer verifies the file · Before delivery
Deliver
The finished package ships on your letterhead · Day two to three
Review & sign-off

The sign-off is a gate, not a step.

No close leaves Bursar without a credentialed person signing off. The engine does the volume; a reviewer applies the judgment - and the system refuses to deliver a file that has not been signed.

  • A reviewer must hold a credential before they can be assigned at all
  • A reviewer who is not satisfied sends the file back down the pipeline to be re-worked, then re-reviewed
  • Sign-off does not ship the file - delivery stays its own explicit step
  • The memo the reviewer writes travels with the close

The gate, concretely

Who may reviewA credentialed user only
Not satisfiedBack down the pipeline, re-reviewed
Signed offCleared to ship - not yet shipped
UnsignedDelivery refuses
Founding-firm program

Give us your five most annoying clients.

First month free. A finished close in two to three days, or you pay nothing for it.