HomeUse casesClose calendar and controls documentation

On requestFinance & accounting, Legal & compliance

Close calendar and controls documentation

The month-end calendar, who does what, and the control steps written down and kept current from how the close actually runs.

On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative request. Your agent works on your own systems and records.

Good for: Finance & accounting, Legal & compliance
Industries: Any industry

Close calendar and controls documentationWord + Excel
Sample data

Document our month-end controls.

You get a close calendar and controls document.
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Reads the contextReads close records and approvals, with the access you granted and no more.
  2. Prepares the draftDrafts a close calendar and controls document.
  3. Waits for your decisionThe draft goes to an approval card. Nothing is sent or changed until a person approves it.

SYSTEMS IT CONNECTS

Works with what you use.

  • Word
  • Excel

Connector availability, data scope and permitted actions are confirmed for your systems before deployment.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Drafts only until you approve

Nothing goes to a customer, vendor or the public on its own.

Least access

It reads only the sources this job needs.

On the record

Each draft keeps its sources and who approved it.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.