Run a month-end close in LedgerSync
The month-end close workspace turns imports, reconciliation checks, mapping exceptions, approvals, and inventory warnings into one guided period review process.
What the close workspace checks
- - Imported and normalized transaction coverage for the selected period.
- - Payout and settlement reconciliation blockers.
- - Missing mappings, low-confidence mappings, and approval gaps.
- - Inventory, COGS, and profitability warnings when inventory features are enabled.
Typical accountant workflow
- - Create or open the close period.
- - Generate close tasks and review blockers.
- - Generate the core report set for the period.
- - Prepare a client-ready review packet and collect sign-off.
Important note
Close readiness depends on imported and normalized data quality. Review exceptions and reconciliations before relying on the close score.
Related articles
Keep moving through setup with the next most relevant guides.
Generate financial reports
Build executive summaries, sales reports, payout reports, inventory summaries, and month-end packets from LedgerSync data.
Prepare accountant review packets
Bundle close-period reports, notes, warnings, and client action items into a review packet that is ready to share.
Export reports safely
Export reports as CSV, JSON, or print HTML, with redaction and permission checks built into the workflow.
Troubleshooting common setup and sync issues
Resolve OAuth, shop-domain, realm ID, tenant selection, missing mappings, blocked previews, webhook failures, and worker issues.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.