--- title: "Pinstripe Close | Month-End Close Tracker" description: "Pinstripe Close is the month-end progress tracker in the Pinstripe client portal." url: https://pinstripeservices.com/pinstripe-close updated: 2026-10-06 publisher: Pinstripe Business Services LLC --- 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. [Sign In to Your Workspace](https://pinstripeservices.com/auth) [Book a Fit Call](https://pinstripeservices.com/contact?source=pinstripe-close&intent=consultation) - **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. 1. 1 ### Receipts in Your bank and card statements, receipts, and bills for the month are uploaded or connected. 2. 2 ### Reconciled We match every transaction to your statements so the books agree with the bank. 3. 3 ### Reviewed We check categories, odd amounts, and open invoices, and write our note. 4. 4 ### 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](https://pinstripeservices.com/pinstripe-ledger) snapshot. Send us documents with [Pinstripe Sync](https://pinstripeservices.com/pinstripe-sync), and see our [monthly bookkeeping checklist](https://pinstripeservices.com/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](https://pinstripeservices.com/services/bookkeeping). ## Frequently Asked Questions ### What is Pinstripe Close? Pinstripe Close is the month-end progress tracker in the Pinstripe client portal. It shows which of four steps your month is on and the date we expect to deliver your snapshot. ### What are the four steps of the close? Receipts in, Reconciled, Reviewed, and Delivered. ### What does it mean to reconcile? Reconciling means matching every transaction in your books to your bank and card statements so the two agree. ### How do I know when it is done? The last step turns complete, your snapshot appears in Pinstripe Ledger, and you receive a notification in the portal. ### What if the close is waiting on me? The status message says what we need. You can upload statements and receipts with Pinstripe Sync or message us from the portal. ### Is it available on the iPhone app? Yes. It is on the Ledger tab in the Pinstripe iPhone and iPad app and in any browser. ### Does Pinstripe file my taxes? No. The close is our bookkeeping process and is not a tax filing. ## 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. [Sign In to Your Workspace](https://pinstripeservices.com/auth) [Book a Fit Call](https://pinstripeservices.com/contact?source=pinstripe-close&intent=consultation) ## Related Resources Thought Leadership ### [Looking for a Small Business Bookkeeper on Long Island? Here's What to Know Before You Hire One](https://pinstripeservices.com/blog/small-business-bookkeeper-long-island) Choosing a bookkeeper is more than finding someone to categorize transactions. Here is what to expect, what to ask, and how Long Island business owners can hire the right one. [Read more](https://pinstripeservices.com/blog/small-business-bookkeeper-long-island) Blog ### [How Much Does Bookkeeping Cost for a Small Business on Long Island?](https://pinstripeservices.com/blog/bookkeeping-cost-long-island) Bookkeeping costs vary by transaction volume, account complexity, payroll, and the condition of the books. Here is what Long Island business owners are actually paying for and how to compare quotes properly. [Read more](https://pinstripeservices.com/blog/bookkeeping-cost-long-island) Thought Leadership ### [Why Most Small Business Owners Make Decisions Without Real Data](https://pinstripeservices.com/blog/why-small-business-owners-make-decisions-without-data) Many business owners rely on gut feeling instead of real numbers. The problem is, that leads to bad decisions, missed opportunities, and unnecessary stress. [Read more](https://pinstripeservices.com/blog/why-small-business-owners-make-decisions-without-data) Thought Leadership ### [How to Organize Your Business Finances in 2026 (Without Falling Behind)](https://pinstripeservices.com/blog/organize-business-finances-2026) A practical guide for small business owners to streamline bookkeeping, automate finances, and build a clean financial foundation in 2026. [Read more](https://pinstripeservices.com/blog/organize-business-finances-2026) Thought Leadership ### [The Real Cost of Not Tracking Business Expenses (And Why It Adds Up Fast)](https://pinstripeservices.com/blog/real-cost-not-tracking-business-expenses) Ignoring expense tracking doesn't save time. It costs you money. Here's what disorganized finances actually cost your small business. [Read more](https://pinstripeservices.com/blog/real-cost-not-tracking-business-expenses) Guide ### [Small Business Bookkeeping Guide](https://pinstripeservices.com/small-business-bookkeeping-guide) A comprehensive guide to bookkeeping for small business owners. [Read more](https://pinstripeservices.com/small-business-bookkeeping-guide) --- Source: https://pinstripeservices.com/pinstripe-close. Contact: https://pinstripeservices.com/contact