CloseKitClose Your Books Faster
Everything you need, nothing you don't

Built for finance teams who just want it to work

CloseKit covers the entire prepayment and accrual workflow — from entry to reconciliation to export — without the complexity of enterprise tools or the limitations of a spreadsheet.

Core

Instant balance sheet reconciliation

See exactly what makes up every prepaid asset and accrued liability balance on any date. Drill into individual items, filter by account type, and verify balances in seconds instead of hours.

GL Reconciliation

As of 31 Jan 2025

All AccountsPrepaid AssetsAccrued Liabilities
1200

Prepaid Insurance

3 prepayments

£8,450.00
DescriptionOriginalRemainingStatus
Office Insurance 2025£6,000.00£5,000.00Active
Directors & Officers£4,200.00£3,450.00Active
2100

Accrued Expenses

2 accruals

£3,200.00
Data Entry

Simple entry for prepayments and accruals

Add a prepayment or accrued liability in under a minute. Choose your GL accounts, enter the amount and dates, pick an amortization or reversal method, and CloseKit handles the rest automatically.

Add Prepayment

Enter a new prepaid expense or deposit

Annual Software Subscription — Salesforce
£
12,000.00
01/01/2025
Straight-Line Monthly
01/01/2025
31/12/2025
Amortization & Reversals

Four flexible amortization and reversal methods

Whether you need equal monthly amounts, daily-weighted calculations, a fully custom schedule, or a single full reversal — CloseKit supports every pattern your team uses, for both prepayments and accrued liabilities.

Straight-Line Monthly

Equal amount recognised each calendar month

JFMAMJ
Straight-Line Daily

Weighted by exact days in each period

JFMAMJ
Custom Schedule

You define the amount for each period

JFMAMJ
Full Reversal

Entire amount reversed on a single date

JFMAMJ
Audit Trail

Every change, fully tracked

A complete history of edits, adjustments, and corrections is recorded automatically. Know who changed what and when, without relying on email chains or spreadsheet comments.

Change HistoryOffice Insurance 2025
Amount corrected

Changed from £10,000 to £12,000

sarah@acme.com · 14 Jan 2025, 11:42

Partial refund applied

£1,500 removed from remaining balance

sarah@acme.com · 28 Nov 2024, 09:15

Prepayment created

Office Insurance 2024 — £6,000

tom@acme.com · 01 Jan 2024, 08:00

Chart of Accounts

Map to your own GL structure

Import your chart of accounts or enter accounts manually. Each prepayment and accrual links to both a balance sheet account and an expense account, matching your real GL layout.

Chart of Accounts4 accounts
NumberNameTypeLinked
1200Prepaid InsurancePrepaid Asset3 items
1210Prepaid RentPrepaid Asset1 items
6100Insurance ExpenseExpense
2100Accrued ExpensesAccrued Liability2 items
Export

Export exactly what your accountant needs

Download journal entry schedules, full reconciliation reports, and amortization tables as CSV — covering both prepayments and accrued liabilities, formatted to import directly into your accounting system.

Export Options

Journal Entry Schedule

Monthly amortization entries, ready to import into your accounting system

Balance Reconciliation

Full breakdown of every GL account balance for your chosen date

Full Amortization Table

Period-by-period schedule for all active prepayments

Month-End Close

A structured checklist for every close

Run a repeatable, category-based close process each month. Track task completion in real time, add custom tasks per period, and formally sign off the checklist when everything is done. The checklist locks — your underlying data never does.

Month-End Close

January 2025

38% complete
3 of 8 tasks done

Prepayments

  • Review all active prepayments
  • Post monthly amortization entries
  • Reconcile prepaid asset balances

Accruals

  • Review accrued liabilities
  • Post accrual entries
  • Reverse prior-month accruals

Sign-Off

  • Controller review complete
  • Sign off & lock period
Lock checklist once all tasks are complete
Xero IntegrationTeam Plan

Catch late postings before they become a problem

When Xero syncs a transaction dated inside an already-closed period, CloseKit flags it automatically. Review each alert, approve legitimate late postings with a note, or dismiss false alarms — with a full audit trail either way.

Post-close alerts require the Team plan with Xero integration. Syncs happen automatically — no manual imports needed.

Post-Close Alerts

January 2025 · Closed 3 Feb 2025

2 pending

Xero synced 2 transactions dated in a closed period

HSBC — Stripe payment processing fees

28 Jan 2025Bank Transaction
-£840.00

Annual AWS infrastructure invoice

31 Jan 2025Invoice
-£4,200.00

Q4 payroll adjustment (correction)

22 Jan 2025Manual Journal
+£1,250.00Approved
Alerts generated automatically on every Xero sync
Coming Soon

More on the roadmap

Features currently in development for teams with more complex needs.

Multi-User Teams

Invite colleagues and collaborate on the same chart of accounts.

Multiple Entities

Manage prepayments and accruals across several companies in one place.

Role-Based Permissions

Control who can add, edit, or only view financial records.

ERP Integrations

Push journal entries directly to your accounting system without manual CSV uploads.

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