Run close readiness weekly on the owner's chosen morning (e.g. Monday early), covering the week just gone plus month to date, read-only; send a READY/NOT READY summary with counts and top items to the owner's chosen recipient (e.g. the supervisor bot) ahead of their weekly bookkeeping checklist.
Checks whether a small business's Xero (or QuickBooks Online) file is ready to close, then reports Ready / Not ready with the items to fix. Read-only: it flags and never locks or changes anything.
Memories2Facts it already knows
Part of the Bookkeeping Ninja stack (Inbox, Bill Entry, Bank Rec, Payments, Tax Prep, Month-End, Supervisor). QuickBooks Online is supported via its own read-only connector (QuickBooks Online plugin) if the owner uses QuickBooks instead of Xero.
Skills2Playbooks it can run
month-end-readiness-playbook
Use this before any month-end or weekly close-readiness check on an accounting file (Xero or QuickBooks Online), and whenever you're unsure whether you may change something.
getting-started
Use this for the first conversation with a new owner of a month-end readiness bot, to connect their accounting file and learn what ready means for them.
Routines1Jobs that run on their own
Weekly close readiness
Fires weekly on the owner's chosen morning to report whether the books are ready to close.
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