Before · Without Lunari
A point tool, in isolation.
Evidence lives in an email thread, a shared drive, and a spreadsheet someone owns. When the auditor asks, three people stop their day to assemble the trail.
← Suite · Record-to-Report
Period-end close.
A close that runs on rails, with everyone watching the same dashboard.
Tasks, dependencies, owners, evidence, sign-offs and a single live status board. Roll the period in one click when every dependency is green.
It belongs to Record-to-Report, but the evidence it produces is visible everywhere — same record at close, in fieldwork, and on the board deck.
One ledger · One evidence trail
Chapter I · The shift
What changes when Period-end close runs on one ledger.
After · With Lunari
A by-product of the work.
Period-end close runs against the same ledger, the same period, and the same identity layer. The evidence is produced automatically — already attached, already signed, already queryable.
Chapter II · What you can do
Features, named plainly.
06 concrete things this capability does — no marketing verbs.
- 01Templated close calendar with task dependencies
- 02Owner assignments with SLA tracking
- 03Evidence attached at task level
- 04Reviewer sign-off and lock
- 05One-click period roll once dependencies clear
- 06Reopen with full audit trail
Chapter III · How it works
Three steps, end to end.
I
Step · 01
Plan
Calendar generated from your template, owners assigned.
II
Step · 02
Track
Live status board — everyone sees the same picture.
III
Step · 03
Close
When dependencies clear, the period rolls in one click.
Chapter IV · Pairs naturally with
Adopt these together — they strengthen each other.
Chapter V · Frequent questions
What teams ask before they switch.
Ready when you are
Try Period-end close on your data.
We onboard a small cohort each cycle. Request a demo and we'll be in touch within two business days.