Close progress —
My To-Do
Checking a box marks it Complete. Unchecking resets it to Not Started — use the full list below for In Progress or Issue.
My Calendar
My to-dos
To-do calendar
Nothing dueLight (1–2)Moderate (3–4)Heavy (5+)
Select a day to see its to-dos.
Import or upgrade checklist
Use a basic flat checklist, a Parent/Sub Task workflow, or a mixture of both. Close Ledger detects the structure from the Type column. Import is available only before anyone starts work in the current close.
Checklist Settings
Control workflow sequencing away from the working checklist. Sub Task sequencing is recommended when a parent contains several separate workflows.
Your close conversations
Select a conversation to view messages.
All documents
Import format
Keep your existing P&L format. Close Ledger will guide you through sheet selection, mapping, and a spreadsheet-style review before import.
Statement of Operations
Import a financial period to begin.
| Account | Actual | Budget | Variance | Prior Year | YoY |
|---|---|---|---|---|---|
| Upload Excel/CSV or import a Google Sheet to populate this P&L. | |||||
Close Ledger Intelligence
AI Financial Insights
Commentary generated from the imported financial snapshot and the matching close-cycle context.
Import a financial period, then select Generate AI Review.
Financial Statement Settings
No profile saved
Close Ledger saves a P&L layout for each company. Monthly uploads are checked against this profile before they are imported or analyzed. If your accounting report changes, upload a new sample here and confirm the mapping.
Loading current statement profile…
Saved Import Mappings
Mappings created in the Financial Import wizard appear here. Close Ledger automatically reuses a mapping when the worksheet and mapped headers still match.
Loading saved mappings…
Mapping Setup
Upload a representative P&L exactly as your accounting system produces it. Close Ledger will walk you through worksheet selection, header selection, column mapping, and an Excel-style review before saving the mapping. No financial period is imported from this settings workflow.
Use this whenever the company's P&L layout changes or you want to create another import profile.
Format History
Calendar
Select a task to open it in My Tasks if it is assigned to you, otherwise in the full Checklist.
Not StartedIn ProgressReviewCompleteIssue
Team
Send a support ticket
Tell us what happened and Close Ledger will save the request to your account. Technical, billing, account, and feature requests are all welcome.
Your company's tickets
No tickets yet.
Add a company
All companies
Support Access HistoryAudited platform sessions
No support sessions yet.
Security & Operations
Platform-owner controls for shared infrastructure, tenant isolation and recovery operations. These controls are intentionally not exposed to customer administrators.
Platform Backup & Recovery
Close Ledger separates application recovery checks from infrastructure backups. Managed database backups must be configured with the hosting/database provider; this panel reports the documented policy and records recovery verification.
Tenant & Entity ProtectionPlatform Owner only
Close Ledger validates company and entity ownership on the server. A browser cannot gain access to another company or entity by changing a record ID or entity header.
Not checked in this session.
Entity workspacesPro
Keep separate close cycles and financial statements for each legal entity while your team and subscription remain managed by the parent company.
Your entities
Current plan
Plans
Multi-Factor Authentication
Your MFA method
Checking MFA status…
Organization Security
Require MFA for all users
When enabled, users without MFA must enroll after their password is verified before Close Ledger opens.
Require login after tab is closed
Enabled for all Close Ledger users. Each login is bound to the browser tab that signed in.
How sessions are protected
Close Ledger uses an HttpOnly login cookie plus a separate per-tab session secret, automatic inactivity expiration, and optional authenticator-based MFA. MFA secrets are encrypted on the server and recovery codes are stored only as one-way hashes.
Data ProtectionOperational
Close Ledger maintains managed database backup and recovery procedures for customer data. Backup infrastructure, integrity verification and restore testing are managed by Close Ledger platform operations.
Organization Audit Log
Admin-only, chronological record of security, close, financial, entity and administrative activity. Audit records cannot be edited or deleted from Close Ledger.
| When | Who | Entity | Event | Details | Outcome |
|---|---|---|---|---|---|
| Open Security to load the audit log. | |||||
1Upload PDF
2Map columns
3Preview & export
Gmail for Close Ledger
Turn an open email and its eligible attachments into a Personal To-Do.
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Logo
CL
PNG, JPEG, WebP, or SVG. Square images work best. Max 2MB.
Colors
Buttons, active states, badges
The dark navigation panel
Tagline
Shows under your company name at the top of the app.