Frequently asked questions

Is my data safe?

We take security very seriously and use industry standard encryption and security practices to ensure your data is safe. There’s more detail available on our security page.

Can we pay via bank transfer, wire or ACH?

Absolutely, please get in touch to discuss alternative payment options.

How do we import our current checklist into Easy Month End?

While we are currently working on a CSV checklist upload function, you can still get started by creating an account and emailing your existing checklist to us. Our team will handle the upload process in the background, ensuring that your checklist is ready for you and your team to begin checking off tasks seamlessly

Will my auditors accept this as audit evidence?

Absolutely. Easy Month End has been designed with audit evidence in mind. Unlike manual checklists, Easy Month End provides time stamps when a task is signed off as prepared and reviewed, offering stronger evidence of the review process. Your auditors may want to test the signoff process as part of their ITGC work and as they are auditors they will probably ask to check this each year even though nothing has changed.

Is there a free trial available?

Certainly! We offer a free trial for your first month end, and the best part is that no credit card is required. This allows you to thoroughly test Easy Month End during your month end, regardless of when you sign up. Additionally, we are more than happy to provide you and your team with a demo and answer any questions you may have at any point in time

What happens to our data if we decide to stop using Easy Month End?

We understand the importance of audit evidence and data integrity. Should you decide that Easy Month End is just not for you, then you can simply download your previous month-end checklists as a comprehensive PDF. This PDF will includeall the signoffs, comments, and a detailed audit history, ensuring you have a record of your past month-end activities.

Why should my team choose Easy Month End over using an Excel checklist for month-end close?

While Excel is a great tool for data manipulation, it is not designed for workflow management. Easy Month End, on the other hand, caters specifically to how finance teams work. In addition, Easy Month End offers numerous features that Excel cannot provide, enhancing efficiency and streamlining your month-end close process.

What advantages does Easy Month End offer compared to our current Excel checklist?

Easy Month End brings several benefits that surpass Excel's capabilities. You and your team will receive notification reminders to cut down on chasing for signoffs. Furthermore, you can leave your review comments or questions directly within the Easy Month End platform, allowing for efficient collaboration and a full audit log of the review process. Additionally, Easy Month End enables you to store all your procedure documents directly within each task, simplifying the training of new staff members.

Can Easy Month End handle tasks beyond month-end close?

Absolutely. Easy Month End has expanded its capabilities to cover a wide range of tasks beyond just the month-end close process. You can now select and manage various task types, including daily repeating tasks, weekly tasks on specific days, fortnightly tasks, quarterly tasks, half-yearly tasks, year-end tasks, as well as ad-hoc and one-off tasks. It serves as a comprehensive workflow management tool for your finance team.

Does Easy Month End support end-of-financial-year processes (Year End)?

Certainly! Easy Month End is equipped to assist you in planning and executing an effortless year-end. You can add all year-end, financial statement, and audit related tasks into Easy Month End, enabling you to track the team's progress separately for year-end and month-end. This feature provides you with precise insights into the status of each area

What if our company has unique month-end dates?

No need to worry. We understand that every company has its own unique requirements. Simply let us know about your specific month-end timetable or any other peculiarities, and we will work together to find a solution that accommodates your needs seamlessly.

How does Easy Month End benefit our team?

Easy Month End lives up to its name by making your month ends and month-end close processes significantly easier. By utilising Easy Month End, you can effortlessly track your team's progress and identify any potential issues early on. This system allows you to have more meaningful discussions during team meetings by focusing on actual issues rather than just providing status updates. With all the necessary information consolidated in one place, your team has clarity on their deliverables and deadlines, eliminating any ambiguity around expectations. Additionally, Easy Month End eliminates the manual effort of rolling forward your Excel checklist each month, as it automatically sets up your tasks and work allocation.

Can we manage multiple companies within Easy Month End?

Absolutely! Easy Month End enables you to add as many companies as you need. You can assign tasks to specific entities, allowing you to track each company's progress individually. Moreover, Easy Month End supports sub-categories for tasks, making it even easier to monitor different areas of your month-end close process.

Can I customize the checklist and workflow to match our specific finance team processes?

Yes, Easy Month End was designed with flexibility in mind, we know that no two finance teams are the same. You can tailor the checklist templates, task assignments, deadlines, and notifications according to your organization's requirements, ensuring a seamless fit with your teams needs.

How does Easy Month End handle collaboration among team members?

Easy Month End promotes collaboration within your finance team. You can assign tasks to specific team members, leave comments and questions within the platform, and track the progress of each task. This fosters transparent communication, enables efficient teamwork, and streamlines the month-end close process.

Can I integrate Easy Month End with other finance software or tools we use?

We currently integrate with Xero and are working on other integrations

Is there any Easy Month End App for when we are on the go?

Easy Month End will work great in a mobile browser on your iOS or Android phone or tablet. We are working on a native app for iOS and Android.

What kind of customer support and assistance is available?

We offer chat and email support, with all questions being answered within 24 hours.

Is Easy Month End suitable for small or large finance teams?

Easy Month End is designed to cater to both small and large finance teams. The platform is scalable and can accommodate the specific needs and workflows of teams of any size. Whether there is just the 2 of you, or 20, we offer the flexibility you need.

Does Easy Month End work for remote workers?

Yes. As we are web based, your finance team can be spread across the globe and still know exactly what is due and when.