Easy Month End Review: How to Automate Your Process in 2025

Is your finance team still dreading the monthly close? Are you stuck in a sea of spreadsheets and manual data entry?

This old way of working creates stress and wastes valuable time.

It’s frustrating when you’re just trying to get accurate reports.

The risk of errors is high, and your team is tired.

There has to be a better way to handle this crucial deadline, right?

There is. In 2025, automation is key.

This article will show you how to transform your Easy Month End process using smart technology.

Let’s make it happen.

What is Easy Month End?

Easy Month End helps your finance team finish work at the end of each month.

It makes the month-end close process easier. Think of it like a checklist.

You create tasks and follow them. This makes the closing process smooth.

You can reconcile accounts. This means checking if the numbers match.

No more messy spreadsheets! It helps with accounting and financial reporting.

You can see where the money goes with allocation. It helps you beat the deadline.

Plus, automation does some work for you. No more rushing! Want a month-end close checklist?

It’s in there. See the pricing and make your month-end close easy.

Who Created Easy Month End?

Easy Month End was created by Pete Archer, Founder / CEO, to address the common challenges finance teams encounter during the month-end close.

The vision is to offer a streamlined, efficient, and user-friendly platform that simplifies the often complex & time-consuming month-end close process. 

The goal is to enable accounting teams to focus on strategic analysis rather than tedious manual tasks.

The product is designed to bring order and clarity to financial reporting.

Top Benefits of Easy Month End

• Centralize Your Data: No more scattered spreadsheets! Easy Month End lets you centralize all your month-end data in one place. This makes it easier to find what you need when you need it.
• Reduce Errors: Forget manual Excel mistakes. The platform reduces errors through automated checks and balances, ensuring the accuracy of your financial reports.
• Streamlined Task Management: Keep track of everything with built-in task management. Assign tasks, set deadlines, & monitor progress so nothing falls through the cracks.
• Simplified Approvals: Get quick approval on key documents. The platform simplifies the approval process, saving time and keeping things moving.
• Easily Accessible Audit Evidence: Collect and store audit evidence in one secure location. This makes audits less stressful and ensures you’re always prepared.
• Import Data Easily: You can easily import data from various sources, saving time & eliminating the need for manual data entry.
• Improved Accounts Payable: Manage your payable accounts efficiently. See at a glance what is owed and when.
• Try it Free: Test it out with a free trial. See for yourself how Easy Month End can transform your month-end close process.

Best Features of Easy Month End

Easy Month End isn’t just a simple checklist.

It’s a complete toolkit designed to make your finance team’s lives much easier.

It gives you the ability to handle month end like a pro, all from a single platform.

1. Auditor Control & Tracking

This feature gives you full visibility for year-end and quarter-end audits.

You can track every step and every person.

This helps you collect audit evidence with ease and gives you the ability to answer questions from auditors fast.

2. Evidence for Control Testing

Say goodbye to manual confirmations.

With this feature, you can easily upload documents and contracts.

This makes sure all your proof is in one place.

It helps you get ready for audits and keeps your data secure.

3. Finance Task Management

This tool handles all your finance team tasks.

It is a strong workflow management tool. You can assign a specific ticket for ad hoc items.

This makes for a more efficient finance team.

It brings a smoother month end close.

4. Review Reconciliations

You can review all your reconciliations in one place.

This leads to faster balance sheet reconciliations.

You can leave comments and track final sign-offs. This saves time and ensures accuracy.

5. Stress Less Checklist

The stress less checklist makes your first month end a total breeze.

This feature gives your finance team the easier life it deserves.

You can stay organized and on track.

6. Team Management

This tool helps your team works together without any hassle.

It makes for a more efficient finance team.

The ability to see everyone’s progress improves efficiency for all entities.

7 . Real-Time Status

Know exactly where you stand with real-time status updates.

See the progress of each task, identify bottlenecks, and keep your team aligned.

This instant visibility allows for proactive problem-solving and a smoother, more efficient close.

8. Audit-Ready Documentation

Stop scrambling for documents during audits.

Easy Month End creates audit-ready documentation automatically.

All necessary records and approvals are stored securely and efficiently accessible, simplifying the audit process and reducing stress.

9. Balance Sheet Reconciliations

Ensure accuracy with streamlined balance sheet reconciliations.

Easy Month End simplifies comparing and verifying accounts, reducing discrepancies & improving the reliability of your financial reports. 

This feature will helps you to ensure that all financial data is accurate and current.

Pricing

Here’s a breakdown of Easy Month End’s pricing options:

Plan Name	Key Features	Price (Per Month)
Small	Core checklist, task management, basic reporting	$45/mo
Company	All Basic features, plus advanced reconciliations, audit-ready documentation, team collaboration tools	$89/mo
Enterprise	All Professional features, plus custom integrations, dedicated support, advanced security features, and unlimited users.	Contact For pricing

Pros and Cons

Understanding Easy Month End’s strengths and weaknesses is essential for making an informed decision.

Here’s a summarized breakdown:

Alternatives of Easy Month End

• Dext: This software focuses on automating data extraction from receipts and invoices. It saves time on manual data entry by digitizing your paperwork.
• Xero: This is a popular cloud-based accounting platform. It’s an alternative for Atera’s bookkeeping features, offering tools for invoicing, bank reconciliation, and expense tracking.
• Puzzle io: This is a modern accounting software built specifically for startups. It helps with financial reporting and automation, offering real-time insights and a focus on streamlining the books for a faster close.
• Sage: A well-known provider of business management software, Sage offers a range of accounting and financial solutions that can serve as an alternative to Atera’s financial management module.
• Zoho Books: Part of the Zoho suite, this is a strong accounting tool for small to medium businesses. It helps with invoicing, expense tracking, and inventory management, and is a good alternative for those who need comprehensive financial tools.
• Synder: This software focuses on syncing your e-commerce and payment platforms with your accounting software. It’s a useful alternative for businesses that need to automate data flow from sales channels into their books.
• Easy Month End: This tool is designed specifically to streamline the month-end closing process. It’s a specialized alternative for businesses that want to improve and automate their financial reporting and reconciliation tasks.
• Docyt: An AI-powered bookkeeping platform, Docyt automates financial workflows. It is a direct competitor for Atera’s AI-driven bookkeeping features, offering real-time data and automated document management.
• RefreshMe: This is a personal financial management platform. While not a direct business alternative, it offers similar features like expense and invoice tracking.
• Wave: This is a popular free financial software. It’s a good choice for freelancers and small businesses for invoicing, accounting, and receipt scanning.
• Quicken: A well-known tool for personal and small business finance. It helps with budgeting, spending tracking, and financial planning.
• Hubdoc: This software is a document management tool. It automatically fetches your financial documents and syncs them to your accounting software.
• Expensify: This platform focuses on expense management. It is great for receipt scanning, business travel, and creating expense reports.
• QuickBooks: One of the most widely used accounting software programs. QuickBooks is a strong alternative that offers a full set of tools for financial management.
• AutoEntry: This tool automates data entry. It is a good alternative for the receipt and invoice capture features within Atera.
• FreshBooks: This program is great for invoicing and accounting. It is popular with freelancers and small businesses that need a simple way to track time and expenses.
• NetSuite: A powerful and complete cloud-based business management suite. NetSuite is an alternative for larger businesses that need more than just financial management.

Easy Month End Compared

Personal Experience with Easy Month End

Our team recently implemented Easy Month End to streamline our month-end close, and the results were impressive.

We struggled with scattered spreadsheets and missed deadlines, leading to unnecessary stress and errors.

Easy Month End provided a centralized platform that transformed our workflow.

Here’s a breakdown of our experience:

• Checklist: The customizable checklist feature ensured we didn’t miss any critical steps. This brought structure and clarity to the process.
• Real-Time Status: The real-time status updates allowed us to instantly monitor progress and identify bottlenecks. This helped us address issues quickly and keep the close on track.
• Balance Sheet Reconciliations: The simplified reconciliation process significantly reduced errors. We were able to verify accounts quickly and accurately, improving the reliability of our reports.
• Audit-Ready Documentation: Gathering audit evidence was no longer a headache. Easy Month End automatically organizes and stores all necessary documents, making audits much smoother.
• Team Management: The team management tools improved collaboration and communication. We were able to assign tasks and track progress effectively, ensuring everyone was on the same page.

Easy Month End significantly improved our month-end close process.

Final Thoughts

Easy Month End simplifies your month-end close. It helps you avoid errors and meet deadlines.

Your finance team deserves an easier way to work.

This product helps businesses simplify their month-end close and avoid frustrating delays.

You can easily manage every bank transfer and pay bills on time.

Its features have expanded to cover all your needs.

Additionally, you can quickly cancel a task if plans change.

Say goodbye to searching through outlook and other platforms. Ready to make the switch?

Try our free demo today and see how our product can transform your financial close.

Frequently Asked Questions