One of the most hotly debated topics in accounting is over when you should perform your balance sheet reconciliations: before or after the ledger is closed for the month. While there’s no one-size-fits-all answer, the general consensus is to reconcile after the close. Here’s why. Why Post-Close...

February 13, 2025

Streamline Your Finances: How Monthly Reconciliations Build Trust and Efficiency

The frequency of reconciliations is a common topic of debate in the accounting world. Opinions vary widely—some argue that quarterly or annual reconciliations are sufficient for certain accounts, while others advocate for the standard approach of monthly reconciliations. However, the best practic...

Balance Sheet Reconciliation made easy with Xero

Easy Month End will automatically bring across your Balance Sheet from Xero, so you can start reconciling in minutes. One single platform to bring all your reconciliations together along with all the audit evidence of the review process you could need.

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Reconcile faster

All your support at your fingertips

Balance sheet reconciliations stored in a central, easy to access platform. Wherever your work takes you, check your recs with ease.

No more searching for support.: All your reconciliations are in one easy to find location and sorted by the way you structure your Balance sheet.
Group companies.: Manage a group of companies? No sweat. Bring your recs across your entire group into a single platform.
Spread the load.: Assign reconciliations to your team members so they can be reviewed individually.

Don't sweat the signoffs

Review reconciliations with ease.

Take the pain out of proving you have reviewed with our built-in sign off evidence.

Time stamped evidence.: All your preparer and reviewer signoffs are time stamped to satisfy even the strictest controls testing requirements.
Integrated review comments.: Add your review comments directly into the audit log, and then turn them into a new task for next month.
Document locking.: Once a document is uploaded it will be locked and any changes will be added to the audit log as additional evidence.

Focus on the support

Automatically bring in your GL balances from Xero

Focus on preparing the support and ensuring everything matches.

Match your ledger.: All categories, account codes and more from your Balance Sheet imported seamlessly
Update automatically.: Easy Month End will update automatically if anything changes - even removing signoffs when balances change!
Don't miss a beat.: All your evidence in one place - as many companies as you need, invite auditors if needed, and more!