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Only to-dos with a due date show here.
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Import format
Required columns: Account, Actual, Budget. Optional: Prior Year, Section, Type.
Statement of Operations
Import a financial period to begin.
| Account | Actual | Budget | Variance | Prior Year | YoY |
|---|---|---|---|---|---|
| Upload Excel/CSV or import a Google Sheet to populate this P&L. | |||||
Close Ledger Intelligence
AI Financial Insights
Commentary generated from the imported financial snapshot and the matching close-cycle context.
Import a financial period, then select Generate AI Review.
Financial Statement Settings
No profile saved
Close Ledger saves a P&L layout for each company. Monthly uploads are checked against this profile before they are imported or analyzed. If your accounting report changes, upload a new sample here and confirm the mapping.
Loading current statement profile…
Update P&L Format
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Shows under your company name at the top of the app.