Every client closes at once
The first ten working days decide the month. Zerqis shows which entities are on track, which are at risk and which are simply waiting on a client reply.
For accounting firms
Many clients. Many entities. One close.
A firm running dozens of closes in the same two weeks does not have a categorization problem — it has a coordination problem. Zerqis gives you one queue across every client.
What gets in the way
The four things that usually decide whether the month lands on time.
Work is unevenly spread
When one preparer is holding four hundred open exceptions and another has capacity, the system says so instead of leaving it to a status meeting.
Reviewers are the bottleneck
Review queues surface what changed and the reasoning behind each suggestion, so a partner is not re-reading a month that was already worked.
Clients hold up the close
Open questions are tracked against the entity they block, so chasing is a queue rather than a memory exercise.
What changes
The close you are aiming for
- One portfolio view across every client and entity
- Exceptions routed to the preparer with capacity
- Close readiness visible before the deadline, not after it
- A record of who decided what, for every period
Other ways teams use Zerqis
Ready to close faster?
See how Zerqis can help your accounting team reduce repetitive work and focus on what matters.