Platformโ€บLunari Closeโ€บClose Management
Lunari Close ยท Core Module

Close Management.
The engine room.

A structured close workflow with full task ownership, approval chains, and real-time visibility. Replace the spreadsheet tracker and the email thread with one system that runs your close from day one to sign-off.

lunari.cloud โ€” November Close
CLOSE STATUS ยท NOV 2025
Day 4 of 418 / 18 โœ“
โœ“Bank Reconciliation โ€” Chase
J. Chen
โœ“Prepaid Schedule Roll-Forward
M. Osei
โœ“Accruals โ€” Vendor Invoices
J. Chen
โœ“Intercompany Elimination
S. Rousseau
โœ“Management Accounts Review
S. Rousseau
67%
faster average close cycle
100%
task visibility at all times
Day 4
average close completion
0
missed close tasks
How It Works

From close kickoff to
signed-off books โ€” in four steps.

01
Define Your Close
Set up your close calendar, task list, and ownership structure once. Lunari rolls it forward every month automatically.
02
Assign & Track
Every task has an owner, a due date, and a status. Your team sees their queue. You see the whole close.
03
Review & Approve
Multi-step approval workflows ensure every journal entry and reconciliation is reviewed before the books close.
04
Close with Confidence
When every task is complete and approved, close the period with a single click. Full audit trail preserved.
Features

Everything you need to run
a clean, fast close.

๐Ÿ“…
Close Calendar
A structured, visual calendar for every close cycle. Set start and end dates, define milestones, and give every team member a single source of truth for what's due and when.
๐Ÿ‘ค
Task Ownership & Allocation
Assign every close task to a named owner with a due date and priority level. No more ambiguity about who's responsible for what โ€” every task has a clear owner.
โœ…
Approval Workflows
Build multi-step approval chains for journal entries, reconciliations, and close sign-offs. Reviewers get notified automatically. Nothing moves forward without the right sign-off.
๐Ÿ“Š
Real-Time Progress Dashboard
See exactly where your close stands at any moment. Tasks completed, tasks overdue, blockers flagged โ€” all visible in a single dashboard without chasing anyone for updates.
๐Ÿšจ
Escalation & Alerts
Automated alerts when tasks are approaching or past their due date. Escalation rules ensure nothing slips through the cracks, even when your team is under pressure.
๐Ÿ“
Close Notes & Commentary
Attach notes, explanations, and supporting context to any task or journal entry. Reviewers and auditors get the full picture โ€” not just the numbers.
๐Ÿ”
Repeatable Close Templates
Build a master close checklist once and reuse it every month. Templates roll forward automatically, with prior-period context preserved for reference.
๐Ÿ”—
ERP & GL Integration
Connect directly to QuickBooks, NetSuite, Xero, SAP, and Oracle. Journal entries post from Lunari to your GL โ€” no re-keying, no manual imports.
Integrations

Works with your existing stack.

Connect Lunari Close to your ERP in under 30 minutes. Journal entries post directly to your GL โ€” no re-keying, no manual imports, no IT project.

QuickBooksNetSuiteXeroSAPOracleSageDynamics 365Zoho Books
INTEGRATION STATUS
NetSuite GL Syncโ— Live
Chase Bank Feedโ— Live
Stripe Revenueโ— Live
Rippling Payrollโ— Live
Ramp Corporate Cardsโ— Live
Customer Stories

Finance teams that closed
faster than they thought possible.

โ˜…โ˜…โ˜…โ˜…โ˜…
"We went from a 13-day close to a 4-day close in our first full month with Lunari. Our VC now gets board packs on day 5. The auditor comment we got last year about reconciliation documentation is gone."
JC
Jennifer Chen
Controller โ€” NorthStar Fintech, Series B
โ˜…โ˜…โ˜…โ˜…โ˜…
"We're a two-person finance team managing 4 entities across Europe and North America. Lunari made that feel manageable for the first time. The multi-currency consolidation alone saved us 3 days every close."
KA
Khalid Al-Rashid
VP Finance โ€” Coralline Group
โ˜…โ˜…โ˜…โ˜…โ˜…
"Our first KPMG audit after implementing Lunari was night and day. We handed them a complete PBC list on day 1 of fieldwork. They told us it was the most organised package from a Series A company they'd seen."
SR
Sana Rousseau
CFO โ€” Brightfield AI, Series A
Resources

Everything you need to
modernise your close.

๐Ÿค–
AI in Lunari
How machine learning matches 99.4% of transactions on first pass
Guide ยท 8 min read
๐Ÿ”’
Security
SOC 2 Type II, data residency, and how we protect your financial data
Security Brief ยท 5 min read
๐Ÿ”Œ
Integrations
Connect Lunari to your ERP in under 30 minutes โ€” no IT required
Setup Guide ยท 12 min read
๐ŸŽ“
Lunari Academy
CPD-accredited close automation course for finance professionals
Course ยท 2.5 hours ยท Free
๐Ÿ“–
Documentation
API reference & setup guides
๐Ÿ“ฐ
Blog & Guides
IFRS tips, CFO insights
๐Ÿ’ฌ
Community
Connect with controllers worldwide
Compliance & Security
๐Ÿ›ก๏ธ SOC 2 Type II
๐Ÿ” AES-256 Encryption
๐Ÿ‡ช๐Ÿ‡บ GDPR Compliant
๐Ÿ‡ฌ๐Ÿ‡ง IFRS Ready
๐ŸŒ POPIA Compliant
๐Ÿฆ IFRS & GAAP
Get Started

Your next close starts here.

Join 200+ finance teams closing faster, cleaner, and with full confidence. Start a free 90-day pilot โ€” no credit card, no setup fee.

Free 90-day pilot ยท No credit card ยท Onboarding in 48 hours

Setup in under 48 hours
Works with your existing ERP
Dedicated onboarding specialist