CL
🏠
Overview
Overview
🏠Dashboard
📅Calendar
📈History & Trends
✅
My Work
My Work
✅My Tasks
📝My To-Dos

Dashboard

Current close cycle overview
 
Saved
Messages
No new messages
Due & overdue
Nothing due soon
M
M
🎫Support
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
Only to-dos with a due date show here.
All close tasks

Messages

🔍
💬
Select a conversation to view messages
All documents
No financial data imported
Upload Excel/CSV or import a shared Google Sheet.
Import format
Keep your existing P&L format. Close Ledger will guide you through sheet selection, mapping, and a spreadsheet-style review before import.
No redesign required

Statement of Operations

Import a financial period to begin.

No data
AccountActualBudgetVariancePrior YearYoY
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
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.
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
Session Security
Require login after tab is closed
Enabled for all Close Ledger users. Each login is bound to the browser tab that signed in; closing that tab removes the tab session.
Enabled
This setting applies to every user in your company.
How sessions are protected
Close Ledger uses an HttpOnly login cookie plus a separate per-tab session secret. The tab secret is not stored permanently by the browser. The server also checks the organization's inactivity policy on authenticated requests, so an expired session cannot be restored simply by refreshing the page.
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.