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Month-End Close Automation: Free Workflows for the Close

Free workflows that speed up the month-end close: checklists, accrual reminders, uncategorized transactions, bank reconciliation, flux commentary, and status boards.

8 recipes, 1 tested so far. Tested recipes are listed first and show the date and setup they were tested in. Also see the free month-end close checklist.

Weekly reminder to clear unreconciled Xero bank transactions (Make)

Every week, get a draft email listing the unreconciled bank transactions in Xero, with a count and a total, so month-end doesn't pile up.

Tested on 2026-10-20 in MakeMakeBank reconciliationIntermediateHuman check: Low

Saves ~1-2 hrs/month

Create your month-end close checklist automatically (Make)

On the 1st of each month, create every close task in Asana from a master list, with owners and due dates.

MakeMonth-end closeBeginnerHuman check: Low

Saves ~1-2 hrs/month

Draft variance (flux) commentary with AI (n8n)

Pull P&L numbers for this month and last, flag big swings, and get draft questions and commentary.

n8nMonth-end closeAdvancedHuman check: High

Saves ~3-5 hrs/month

Get AI-suggested GL codes for card transactions (n8n)

Paste card transactions into a sheet and get a suggested account and a confidence score for each one.

n8nBank reconciliationIntermediateHuman check: High

Saves ~2-4 hrs/month

Get Slack alerts for large bank transactions (Zapier)

Get a message whenever a bank-feed transaction over a set amount shows up in QuickBooks.

ZapierBank reconciliationBeginnerHuman check: Low

Saves ~1 hr/month

Keep a close status board up to date (Make)

When a close task is completed in Asana, update the status sheet and post progress.

MakeMonth-end closeIntermediateHuman check: Low

Saves ~1-2 hrs/month

Match a bank CSV against the ledger in a sheet (n8n)

Drop a bank CSV in a folder and get a sheet of matched and unmatched items.

n8nBank reconciliationAdvancedHuman check: High

Saves ~3-6 hrs/month

Remind yourself of recurring accruals (Zapier)

On the last business day of the month, email yourself a list of the accruals you usually book.

ZapierMonth-end closeBeginnerHuman check: Medium

Saves ~1 hr/month

Month-End Close Automation: Free Workflows for the Close

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