Month-end close optimization checklist

Forge RPA — 47 checkpoints with automation notes. Use Print → Save as PDF in your browser to keep a dated copy for your files.

Entity / BU (optional)
Close period
Prepared by

Automation angle: mark items that are mostly rules plus repeatable data pulls — those are usually the best early automation candidates. Judgment-heavy items may still benefit from workflow and evidence packaging.

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Pre–month-end readiness (items 1–10)

Core close execution (items 11–22)

Reconciliations and subledgers (items 23–32)

Reporting, filings, and governance (items 33–40)

Post-close and continuous improvement (items 41–47)