Month-end close tracker
Pinstripe Close: See Exactly Where Your Month-End Close Stands
Pinstripe Close shows each month's bookkeeping in four steps, from receipts in to delivered, with the date we expect to finish. No more emailing to ask whether your books are done.
- Steps
- Receipts in, Reconciled, Reviewed, Delivered
- Shows
- Current step and the date we expect to deliver
- Where
- Client portal on the web and in the iPhone and iPad app
- Cost
- Included with monthly bookkeeping
What Does Pinstripe Close Show?
Four clear steps
Receipts in, Reconciled, Reviewed, and Delivered, drawn as a stitched line so you can see how far along the month is.
An expected date
We set the date we expect to deliver your snapshot, so you can plan around it.
A notification when it is done
When your snapshot is published, you get an in-app notification that opens it directly.
A plain-English status
A sentence such as We are reviewing your numbers, in place of internal jargon.
Tells you what we need
If we are waiting on a statement or receipts, the first step says so, and you can send them with Pinstripe Sync.
Built for your phone
The same tracker appears in the iPhone and iPad app and on the web.
How Does the Month-End Close Work?
Every month follows the same four steps. Here is what each one means.
Receipts in
Your bank and card statements, receipts, and bills for the month are uploaded or connected.
Reconciled
We match every transaction to your statements so the books agree with the bank.
Reviewed
We check categories, odd amounts, and open invoices, and write our note.
Delivered
Your monthly snapshot is published in Pinstripe Ledger and you are notified.
Why We Built Pinstripe Close
The most common question we hear from bookkeeping clients is whether the month is done yet. Pinstripe Close answers it without an email.
The final step publishes your Pinstripe Ledger snapshot. Send us documents with Pinstripe Sync, and see our monthly bookkeeping checklist for what a clean month depends on.
Pinstripe Close tracks our bookkeeping work. It is not a tax filing. Learn about our bookkeeping services.
Frequently Asked Questions
Tired of Asking if Your Books Are Done?
Clients can follow their close from the portal today. Not a client yet? Book a 30-minute fit call.