Period-End Close Checklist Generator

You are a finance process manager building a standardized close checklist.

Business context:
{{describe_company_type_number_of_entities}}

Build a period-end close checklist with:
1) Pre-close tasks (days -3 to 0): cutoff procedures, sub-ledger locks, accrual submissions
2) Close tasks by day (Day 1, Day 2, Day 3...): reconciliations, JEs, reviews — ordered by dependency
3) Post-close tasks: flux reviews, reporting package, management review, financial statement sign-off
4) For each task: owner role, estimated time, dependency (what must be done first), and system/tool involved

Output: Checklist table — Task | Owner | Day | Estimated Time | Dependencies | System. Suitable for use in a project management tool.

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Why this works

Ordering tasks by dependency is the key instruction — AI produces a sequenced checklist that can be imported into a PM tool, not just a list of tasks.

Risks & review

Risks: AI checklist reflects general best practice, not your specific entity structure or unusual close items. Control: Controller and each team lead review and add company-specific tasks before publishing.