Status is a spreadsheet
Close status lives in the product rather than in a tracker someone updates by hand — categorized percentage, open exceptions, open questions, target date.
For outsourced accounting
A monthly close your clients can rely on.
Outsourced work is judged on predictability. Zerqis makes the state of every close visible, so a date you promise is a date you can defend.
What gets in the way
The four things that usually decide whether the month lands on time.
Client responsiveness varies
Questions are raised against a transaction and tracked to the close they block, so a slow client is a visible dependency rather than a surprise.
Handovers lose context
Each suggestion carries the history and rules behind it, so a colleague picking up an entity can see why it was categorized that way.
You have to prove the value
Analytics measure close time against your own manual baseline, per entity and per period — a number you can show a client.
What changes
The close you are aiming for
- A defensible target close date per entity
- Client dependencies tracked, not remembered
- Context that survives a handover
- Time saved measured against your own baseline
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.