Hoe gebruik je Easy Month End: Beheers je workflow in 2026?

Snelstart

Deze handleiding beschrijft alle functies van Easy Month End:

• Aan de slag — Create your account and connect your accounting software
• Hoe u controle- en volgsystemen voor auditors kunt gebruiken — Track every control owner, due date, and sign-off in one place
• Hoe bewijsmateriaal te gebruiken voor controletesten — Attach supporting documentation to each control so auditors stop chasing files
• Hoe u financiële taakbeheer kunt gebruiken — Assign accounting tasks with deadlines so nothing slips past month end
• Hoe u afstemmingsbeoordelingen kunt gebruiken — Approve or reject bank reconciliation work with a full comment trail
• Checklist voor minder stress — Run a repeatable month end close checklist every accounting period
• Hoe teammanagement te gebruiken — Balance workload across team members and cover absences fast
• Hoe gebruik je de realtime status? — See close progress live instead of chasing status updates
• Hoe gebruik je auditklare documentatie? — Keep supporting documentation filed against the correct period
• Hoe balansafstemmingen te gebruiken — Tie every balance sheet account to real account balances

Benodigde tijd: 5 minuten per film

Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven

Waarom zou je deze gids vertrouwen?

I ran two full closes in Easy Month End across a six-month period.

Every screen below is one I actually clicked through myself.

The month end close process is the boekhouding work done after each period ends.

It exists to produce accurate financial statements on a predictable date.

High-performing finance teams close in about five days.

Lower quartile teams take ten days or more.

The gap is rarely skill — it is coordination.

Many finance teams still run the whole thing from one shared spreadsheet.

Accurate financial rapportage is what tells you the company’s financial health.

Clean financial records are also what let owners make informed decisions.

This walkthrough of how to use Easy Month End shows where that coordination happens.

Eenvoudige maandafsluitingshandleiding

This tutorial walks through every feature in order, from first login to a locked boekhouding periode.

Gemakkelijke maandafsluiting

Stop rebuilding the same spreadsheet every month. Easy Month End gives finance teams one checklist, live status, and audit-ready documentation for the whole close process. Plans start at $45/mo.

PROBEER NU EASY MONTH END →

LEES DE VOLLEDIGE RECENSIE →

EENVOUDIGE ALTERNATIEVEN VOOR HET EINDE VAN DE MAAND →

Aan de slag met Easy Month End

Complete this one-time setup before touching any feature.

Het duurt ongeveer drie minuten.

Here is what the first run looked like for me:

Laten we nu elke stap eens doornemen.

Stap 1: Maak uw account aan

Go to the Easy Month End website and click Start Free Trial.

Voer uw werk-e-mailadres in en maak een wachtwoord aan.

✓ Controlepunt: Controleer uw inbox voor een bevestigingsmail.

Stap 2: Koppel uw boekhoudsoftware

Easy Month End runs in the browser, so there is nothing to install.

Link QuickBooks, Xero, or Verstandig from the Integrations screen.

This pulls financial data across automatically and cuts manual entry.

Financial data collection then stays up to date from day one.

✓ Controlepunt: Your bank accounts appear in the reconciliation list.

Step 3: Set Your Close Calendar

Choose your target close day and working-day rules.

Every deadline in the app then shifts with your calendar.

How to Use Easy Month End Auditor Control & Tracker

Controle en tracering door de auditor keeps every internal control visible so nothing in the close process is missed.

Step 1: Open the Controls Dashboard

Click Controls in the left sidebar after logging in.

You will see every control mapped to the month end close process.

Step 2: Assign an Owner and Due Date

Pick a control, choose an owner, then set a deadline.

Spreading owners across the accounting department stops one person carrying all the tasks.

Zo ziet het eruit:

✓ Controlepunt: Each control shows a named owner and a due date.

Step 3: Track Sign-Off Status

Watch each control move from open to reviewed automatically.

How to Use Easy Month End Evidence for Control Tester

Bewijs voor controletesten stores proof against each control instead of scattering it across inboxes.

Step 1: Select the Control to Test

Open any control and click the Evidence tab.

Step 2: Upload Your Supporting Documentation

Drag in bank statements, vendor invoices, and expense reports.

Screenshots of boekhoudsoftware reports work here too.

Zo ziet het eruit:

✓ Controlepunt: The evidence list shows your files with the right month attached.

Step 3: Tag the Accounting Period

Label each file with the correct period before saving.

Mis-tagged files are the top cause of accounting errors during audits.

How to Use Easy Month End Finance Task Manager

Financieel taakbeheer turns a scattered to-do list into a scheduled plan for finance teams.

Step 1: Create Your Task List

Add every recurring job, from bank reconciliation to revenue recognition.

Include a row for reviewing unusual financial transactions.

Step 2: Set Owners and Deadlines

Give each task a person and a date.

Dependencies stop a reviewer starting before the preparer finishes.

Zo ziet het eruit:

✓ Controlepunt: Every task has an owner, a due date, and a status.

Step 3: Track Completion Daily

Check the list each morning during close week.

Daily record-keeping prevents the end-of-month workload spike.

Hoe gebruik je Easy Month End Review Reconciliations?

Controleer de afstemmingen gives reviewers a single queue instead of a folder of emailed spreadsheets.

Step 1: Open the Reconciliation Queue

Filter the queue to items waiting on your approval.

Step 2: Compare Against Bank Statements

Check cash balances against bank and credit accounts line by line.

Flag anything that does not tie to customer payments or vendor invoices.

Zo ziet het eruit:

✓ Controlepunt: Approved items disappear from the queue and lock.

Stap 3: Goedkeuren of terugsturen

Approve clean work or return it with a comment.

The comment stays attached, so the fix is documented.

Hoe gebruik je de eenvoudige checklist voor minder stress aan het einde van de maand?

Checklist voor minder stress is a ready-made month end close checklist you adapt once and reuse.

Step 1: Load the Checklist Template

Pick a template from the library on the Checklists screen.

Step 2: Customise for Your Stack

Rename steps to match your own accounting software.

Add rows for prepaid expenses, accrued expenses, and fixed asset activity.

Zo ziet het eruit:

✓ Controlepunt: Next month’s checklist appears with all the tasks pre-filled.

Step 3: Roll It Forward

Click Roll Forward to copy the list into next month.

Completed items reset while owners and deadlines stay.

How to Use Easy Month End Team Manager

Teammanagement shows who is overloaded before missed deadlines become a pattern.

Stap 1: Voeg je teamleden toe

Invite colleagues by email and set their permission level.

Reviewers get approval rights; preparers do not.

Step 2: Check Workload Balance

Open the People view to see task counts per person.

Zo ziet het eruit:

✓ Controlepunt: Each person shows a realistic task count for close week.

Step 3: Reassign During Absences

Bulk-move tasks to another owner in two clicks.

Nothing stalls when someone is on leave.

Hoe gebruik je Easy Month End Real-Time Status?

Realtime status replaces the daily status ontmoeting with a dashboard anyone can open.

Stap 1: Open het statusdashboard

The home screen shows completion percentage for the current close.

Step 2: Filter by Owner or Area

Narrow the view to accounts payable, accounts receivable, or cash.

Red items are overdue; amber items are due today.

Zo ziet het eruit:

✓ Controlepunt: The dashboard shows a live percentage and a list of blockers.

Step 3: Share the View

Send your controller a live link instead of a spreadsheet.

Real-time visibility improves collaboration during the month end close.

Hoe u eenvoudig maandafsluitingsdocumentatie kunt gebruiken

Auditklare documentatie centralises audit files so the auditor’s follow-up list gets much shorter.

Step 1: Set Your Folder Structure

Create folders by period, then by account.

Step 2: Attach Files to Each Task

Link journal entries, invoices, and statements to the task that used them.

Every file inherits the period stamp automatically.

Zo ziet het eruit:

✓ Controlepunt: The export includes every attachment for the month you selected.

Step 3: Export the Audit Pack

Click Export to produce a single zipped pack.

Send it once instead of answering twenty separate requests.

Hoe gebruik je Easy Month End Balance Sheet Reconciliations?

Balansafstemmingen checks that each balance sheet line is backed by evidence, not assumption.

Step 1: Import Your General Ledger Balances

Upload a trial balance export from your accounting software.

A CSV from QuickBooks or Xero works fine.

Step 2: Match Each Account

Work down the list and attach proof for each balance.

Cash ties to bank statements; fixed assets tie to the asset register.

Zo ziet het eruit:

✓ Controlepunt: Unreconciled accounts show a difference figure in red.

Step 3: Sign Off the Balance Sheet

Mark reconciled accounts complete and lock them.

No new financial activity can then land in the previous month.

Handige tips en snelkoppelingen voor het einde van de maand

These are the habits that cut two days off my close.

They match the best practices used by teams that close in five days.

Automating repetitive tasks reduces errors and frees the accounting department for analysis.

Toetsenbord sneltoetsen

Verborgen functies die de meeste mensen over het hoofd zien

• Soft close runs: Duplicate your checklist mid-month to catch issues early and spread the workload.
• Dependency chains: Block a review task until the preparer finishes, which stops rework.
• Recurring accruals: Save repeat journal entries as templates so accrued expenses post in seconds.
• Lessons-learned notes: Log what went wrong each month, then fix one item before the next close.

Here’s a quick look at the benefits teams report most often:

Veelgemaakte fouten aan het einde van de maand die je beter kunt vermijden

Mistake #1: Leaving everything until the last three days

Mistake #2: Tracking the close in a shared spreadsheet

Mistake #3: Filing evidence after the fact

Eenvoudige probleemoplossing aan het einde van de maand

Problem: Imported balances do not match the ledger

Oorzaak: The trial balance was exported before the last journal entries posted.

Repareren: Re-export from your accounting software, then re-import and refresh the reconciliation.

Problem: A task shows complete but has no evidence

Oorzaak: The owner ticked the box without uploading supporting documentation.

Repareren: Turn on required attachments in Settings so tasks cannot close empty.

Problem: Deadlines land on weekends

Oorzaak: The close calendar is set to calendar days rather than working days.

Repareren: Switch to working days in Settings, then roll the checklist forward again.

📌 Opmerking: If none of these fix your issue, contact Easy Month End support.

Wat is Easy Month End?

Gemakkelijke maandafsluiting is close management software for finance and accounting teams.

Think of it as a shared checklist that also stores your proof.

It does not replace your ledger.

Your income statement, balance sheet, and cash flow statement still come from there.

It sits above them and controls who does what, by when.

Bekijk dit korte overzicht:

Het omvat de volgende belangrijke kenmerken:

• Controle en tracering door de auditor: Track every control owner, due date, and sign-off in one place
• Bewijs voor controletesten: Attach supporting documentation to each control so auditors stop chasing files
• Financieel taakbeheer: Assign accounting tasks with deadlines so nothing slips past month end
• Controleer de afstemmingen: Approve or reject bank reconciliation work with a full comment trail
• Checklist voor minder stress: Run a repeatable month end close checklist every accounting period
• Teammanagement: Balance workload across team members and cover absences fast
• Realtime status: See close progress live instead of chasing status updates
• Auditklare documentatie: Keep supporting documentation filed against the correct period
• Balansafstemmingen: Tie every balance sheet account to real account balances

Voor een volledige recensie, zie onze Eenvoudige maandafsluiting.

Eenvoudige prijsafsluiting aan het einde van de maand

Dit zijn de kosten van Easy Month End in 2026:

Gratis proefperiode: Yes — start without a credit card and test one full close.

Geld-terug-garantie: Not advertised; plans are billed monthly and cancel anytime.

Here’s how the plans compare on screen:

💰 Beste prijs-kwaliteitverhouding: Company at $89/mo — it adds the reviewer approvals most teams actually need.

Eenvoudige maandafsluiting versus alternatieven

Hoe verhoudt Easy Month End zich tot de concurrentie? Hier volgt een overzicht van de concurrentie:

Snelle keuzes:

• Beste overall: QuickBooks — the ledger most accountants already know.
• Beste budget: Wave — free bookkeeping for very small operations.
• Het meest geschikt voor beginners: Zoho Books — gentle learning curve at a low price.
• Best for close control: Easy Month End — nothing else here tracks sign-off this closely.

🎯 Eenvoudige alternatieven voor het einde van de maand

Op zoek naar eenvoudige alternatieven voor de maandafsluiting? Hier zijn de beste opties:

• 🚀 Dext: Pulls data off receipts and vendor invoices fast, feeding cleaner financial data into your close.
• ⭐ Xero: Full cloud accounting software with strong bank reconciliation and tidy monthly financial statements.
• 🧠 Puzzle IO: Automates journal entries and accruals for startups that want financial reporting without a big accounting team.
• 🏢 Verstandig: Deep accounting features for established firms, including fixed assets and multi-entity financial reporting.
• 💰 Zoho-boeken: Affordable accounting software covering invoicing, accounts receivable, and basic close tasks in one place.
• 🔧 Synder: Syncs high-volume customer payments and fees into the general ledger in the correct period.
• ⚡ Docyt: Automates data collection and categorisation, cutting repetitive tasks from the monthly closing process.
• 👶 RefreshMe: Simple task tracking for very small finance teams that only need deadlines and reminders.
• 🎯 Golf: Free accounting software for sole traders who need an income statement and little else.
• 💼 Quicken: Tracks personal and rental cash flow rather than a formal business month end close.
• 📊 Hubdoc: Automatically fetches bank statements and bills, so supporting documentation arrives without chasing.
• 🔥 Onkosten declareren: Handles expense reports and card spend, feeding accurate data into your accrued expenses.
• 🌟 QuickBooks: The default small business ledger, with solid reports and wide accountant familiarity.
• 🔒 AutoEntry: Converts paper and PDF documents into posted transactions, reducing manual keying and human error.
• 🎨 FreshBooks: Strong invoicing and tijdregistratie for service firms watching accounts receivable closely.
• 🏢 NetSuite: Enterprise-grade financial close with consolidation, revenue recognition, and multi-currency reporting.

Voor de volledige lijst, zie onze Eenvoudige alternatieven voor het einde van de maand gids.

⚔️ Gemakkelijke maandafsluiting in vergelijking

Hieronder een vergelijking van Easy Month End met de concurrentie:

• Eenvoudige maandafsluiting versus Dext: Dext captures documents better; Easy Month End actually manages the close process around them.
• Easy Month End versus Xero: Xero is the ledger itself; Easy Month End is the checklist layer that sits on top of it.
• Eenvoudige maandafsluiting versus puzzel IO: Puzzle IO automates bookkeeping; Easy Month End controls review, sign-off, and audit evidence.
• Easy Month End versus Sage: Sage covers more ground; Easy Month End is far quicker to roll out and much cheaper.
• Easy Month End versus Zoho Books: Zoho Books wins on price and breadth; Easy Month End wins on close-specific control tracking.
• Easy Month End versus Synder: Synder solves transaction volume; Easy Month End solves coordination across team members.
• Easy Month End versus Docyt: Docyt automates more; Easy Month End costs less and focuses purely on the close.
• Easy Month End versus RefreshMe: RefreshMe is simpler; Easy Month End adds reconciliation review and audit-ready documentation.
• Eenvoudige maandafsluiting versus Wave: Wave costs nothing but has no close workflow; Easy Month End is built for it.
• Eenvoudige maandafsluiting versus Quicken: Quicken suits individuals; Easy Month End suits an accounting department with real deadlines.
• Easy Month End versus Hubdoc: Hubdoc gathers documents; Easy Month End tracks who reviewed them and when.
• Eenvoudige maandafsluiting versus Expensify: Expensify owns one workflow; Easy Month End coordinates every workflow in the close.
• Easy Month End versus QuickBooks: QuickBooks holds the data; Easy Month End manages the people and steps around it.
• Eenvoudige maandafsluiting versus automatische invoer: AutoEntry removes typing; Easy Month End removes missed deadlines and unclear ownership.
• Easy Month End versus FreshBooks: FreshBooks bills clients well; Easy Month End closes the books well.
• Easy Month End versus NetSuite: NetSuite handles complexity; Easy Month End handles the same discipline at a fraction of the cost.

Begin nu met het gebruiken van Easy Month End.

Je hebt geleerd hoe je alle belangrijke functies van Easy Month End kunt gebruiken:

• ✅ Controle en tracering door auditors
• ✅ Bewijs voor controletesten
• ✅ Financieel taakbeheer
• ✅ Controleer de afstemmingen
• ✅ Checklist voor minder stress
• ✅ Teammanagement
• ✅ Realtime status
• ✅ Auditklare documentatie
• ✅ Balansafstemmingen

Volgende stap: Kies één functie en probeer die nu uit.

De meeste mensen beginnen met de checklist voor minder stress.

It takes less than five minutes to set up.

Veelgestelde vragen

Hoe voer je een maandafsluiting uit in de boekhouding?

Collect all the data, reconcile accounts, post journal entries for accruals and depreciation, then prepare financial statements. Finish with a final review and lock the accounting period.

Wat is de gemakkelijkste manier om bankafstemming uit te voeren?

Import your bank statements, auto-match cleared items, then investigate only the exceptions. Reviewing weekly instead of monthly keeps the list short and helps you catch mistakes early.

Wat gebeurt er als de maandafsluiting niet goed verloopt?

Accounting errors carry into the next period, tax filings get delayed, and cash flow reporting becomes unreliable. Auditors then ask more questions, which costs your accounting team real time.

Hoe sluit ik de crediteurenadministratie aan het einde van de maand af?

Match vendor invoices to receipts, accrue anything received but unbilled, then reconcile accounts payable to the general ledger. Cut off new entries once the subledger agrees.

Wat zijn typische taken aan het einde van de maand?

Bank reconciliation, accounts receivable and accounts payable review, inventory count, asset purchases, prepaid expenses, accrued expenses, journal entries, and preparing reports for management.