Quick Start
This guide covers every Easy Month End feature:
- Başlarken — Create account and basic setup
- How to Use Auditor Control & Tracking — Manage auditor access and track progress
- How to Use Evidence for Control Testing — Attach proof to every close task
- How to Use Finance Task Management — Assign and track team tasks
- How to Use Review Reconciliations — Cross-check accounts fast
- How to Use Stress Less Checklist — Never miss a close task again
- How to Use Team Management — Organize roles and sign-offs
- How to Use Real-Time Status — See close progress at a glance
- How to Use Audit-Ready Documentation — Export clean audit trails
- How to Use Balance Sheet Reconciliations — Reconcile every account
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Sorun giderme | Fiyatlandırma | Alternatifler
Why Trust This Guide
I’ve used Easy Month End for over 6 months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Easy Month End is one of the most powerful month-end close tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Easy Month End Tutorial
This complete Easy Month End tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Kolay Ay Sonu
Close your books faster with less stress. Easy Month End replaces messy spreadsheets with a clear checklist, sign-offs, and denetim trails. Your first month is free — no credit card needed.
Getting Started with Easy Month End
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
Now let’s walk through each step.
Step 1: Create Your Account
Go to easymonthend.com and click “Start Free Trial.”
Enter your name, email, and create a password.
No credit card is required for the trial.
✓ Checkpoint: Kontrol edin gelen kutusu for a confirmation email.
Step 2: Set Up Your First Company
After logging in, click “Add Company” on the dashboard.
Enter your company name and muhasebe period details.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see your company listed on the main dashboard.
Step 3: Import Your Existing Checklist
Easy Month End can import your existing Excel checklist.
Click “Import Checklist” and upload your spreadsheet.
The system maps your tasks into the platform.
✅ Done: You’re ready to use any feature below.
How to Use Easy Month End Auditor Control & Tracking
Auditor Control & Tracking lets you give auditors view-only access to your close progress.
Here’s how to use it step by step.
See Auditor Control & Tracking in action:
Now let’s break down each step.
Step 1: Open Auditor Settings
Go to Settings and click “Auditor Access.”
This is where you control what auditors can see.
Step 2: Invite Your Auditor
Enter the auditor’s email and set their permissions.
Choose “View Only” to keep your data safe.
✓ Checkpoint: You should see the auditor listed under “Active Users.”
Step 3: Track Auditor Activity
The activity log shows when auditors viewed each task.
You get a full audit trail of who accessed what and when.
✅ Result: Your auditor can view close progress without editing anything.
💡 Profesyonel İpucu: Set up auditor access before year-end. This saves weeks of follow-up questions during the audit.
How to Use Easy Month End Evidence for Control Testing
Evidence for Control Testing lets you attach supporting documents to each task.
Here’s how to use it step by step.
See Evidence for Control Testing in action:
Now let’s break down each step.
Step 1: Open a Task
Click any task in your month-end checklist.
Scroll down to the “Evidence” section.
Step 2: Upload Your Evidence
Click “Attach File” and select your supporting document.
You can upload bank statements, receipts, or screenshots.
✓ Checkpoint: You should see the file attached below the task.
Step 3: Add Notes for Context
Write a brief note explaining what the document proves.
This helps auditors understand the evidence without asking you.
✅ Result: Every task now has proof attached for audit readiness.
💡 Profesyonel İpucu: Upload evidence as you complete each task. Doing it Daha sonra means hunting for documents.
How to Use Easy Month End Finance Task Management
Finance Task Management lets you assign, track, and manage every close task.
Here’s how to use it step by step.
See Finance Task Management in action:
Now let’s break down each step.
Step 1: Create a New Task
Click “Add Task” from your checklist view.
Enter the task name, due date, and category.
Step 2: Assign the Task
Select a team member from the dropdown menu.
They get an automatic notification about the new task.
✓ Checkpoint: The task should show the assigned person’s name next to it.
Step 3: Set Task Dependencies
Link tasks that depend on each other.
The dependent task stays locked until the first one is done.
✅ Result: Your team knows exactly what to do and in what order.
💡 Profesyonel İpucu: Set up recurring tasks once. They roll forward to the next month automatically.
How to Use Easy Month End Review Reconciliations
Review Reconciliations lets you check and approve account reconciliations.
Here’s how to use it step by step.
See Review Reconciliations in action:
Now let’s break down each step.
Step 1: Open the Reconciliation Tab
Click “Reconciliations” from the main navigation menu.
You see a list of all accounts needing review.
Step 2: Review the Account Details
Click an account to see the GL balance vs. source balance.
Check that the reconciling items explain the difference.
✓ Checkpoint: The variance should be zero or fully explained.
Step 3: Approve or Send Back
Click “Approve” if everything matches.
Add a comment and click “Return” if it needs fixes.
✅ Result: Reconciliations are reviewed with a clear approval trail.
💡 Profesyonel İpucu: Review high-risk accounts first. Focus on bank accounts and revenue before expense accounts.
How to Use Easy Month End Stress Less Checklist
Stress Less Checklist lets you track every month-end task in one place.
Here’s how to use it step by step.
See Stress Less Checklist in action:
Now let’s break down each step.
Step 1: Access the Checklist
Click “Checklist” from your dashboard.
You see every task grouped by category.
Step 2: Work Through Each Task
Click a task to open it and complete the required work.
Mark it as complete when finished.
✓ Checkpoint: Completed tasks show a green checkmark.
Step 3: Roll Forward to Next Month
Once all tasks are done, click “Close Period.”
The checklist resets for the next month with all tasks ready.
✅ Result: Every task is tracked and the checklist rolls forward each month.
💡 Profesyonel İpucu: Add daily and weekly tasks too. This spreads the workload and avoids month-end pileups.
How to Use Easy Month End Team Management
Takım Yönetimi lets you add team members and control their roles.
Here’s how to use it step by step.
See Team Management in action:
Now let’s break down each step.
Step 1: Open Team Settings
Click “Team” from the settings menu.
You see all current team members and their roles.
Step 2: Add a Team Member
Click “Invite Member” and enter their email address.
Choose their role: Admin, Preparer, or Reviewer.
✓ Checkpoint: The new member should appear in your team list as “Pending.”
Step 3: Assign Tasks to Members
Go to any task and select the team member from the dropdown.
They receive a notification with their assigned work.
✅ Result: Everyone knows their role and has clear task ownership.
💡 Profesyonel İpucu: Use the Reviewer role for managers. They can approve tasks without being able to edit them.
How to Use Easy Month End Real-Time Status
Gerçek Zamanlı Durum lets you see the overall close progress at any moment.
Here’s how to use it step by step.
See Real-Time Status in action:
Now let’s break down each step.
Step 1: Open the Dashboard
Click “Dashboard” from the main menu.
You see a progress bar showing overall completion.
Step 2: Check Category Breakdowns
Each category shows its own progress percentage.
Red items need attention. Green items are complete.
✓ Checkpoint: You should see progress bars for every task category.
Step 3: Identify Bottlenecks
Look for overdue tasks highlighted in red.
Click on them to see who is responsible and follow up.
✅ Result: You always know exactly where the close stands.
💡 Profesyonel İpucu: Check the dashboard first thing each morning during close. Catch delays before they snowball.
How to Use Easy Month End Audit-Ready Documentation
Denetime Hazır Belgeler lets you export complete audit trails as PDFs.
Here’s how to use it step by step.
See Audit-Ready Documentation in action:
Now let’s break down each step.
Step 1: Navigate to Reports
Click “Reports” from the main menu.
Select the accounting period you want to export.
Step 2: Choose Your Export Format
Select “Download PDF” for a full close package.
The PDF includes sign-offs, comments, and audit history.
✓ Checkpoint: The PDF should download with all task details and timestamps.
Step 3: Share with Auditors
Send the PDF directly or use the auditor access feature.
Auditors get everything they need in one document.
✅ Result: Complete audit documentation ready to share in seconds.
💡 Profesyonel İpucu: Export your close package right after period close. This locks the data before anyone makes changes.
How to Use Easy Month End Balance Sheet Reconciliations
Bilanço Mutabakatları lets you reconcile every account on your balance sheet.
Here’s how to use it step by step.
See Balance Sheet Reconciliations in action:
Now let’s break down each step.
Step 1: Open Balance Sheet Reconciliation
Click “Balance Sheet” from the reconciliation menu.
You see all balance sheet accounts listed with their status.
Step 2: Enter Account Balances
Enter the GL balance and the supporting source balance.
Add any reconciling items that explain the difference.
✓ Checkpoint: The variance between balances should be zero.
Step 3: Submit for Review
Click “Submit for Review” when the reconciliation is complete.
Your reviewer gets notified to check and approve it.
✅ Result: Every balance sheet account is reconciled with a clear audit trail.
💡 Profesyonel İpucu: Reconcile bank accounts and cash first. These are the most scrutinized during audits.
Easy Month End Pro Tips and Shortcuts
After testing Easy Month End for over 6 months, here are my best tips.
Klavye Kısayolları
| Action | Shortcut |
|---|---|
| Mark task complete | Ctrl + Enter |
| Next task | Tab |
| Add comment | Ctrl + M |
| Search tasks | Ctrl + K |
Hidden Features Most People Miss
- Task Templates: Save your checklist as a template. Apply it to new companies in one click.
- Sub-Categories: Group tasks by area like payroll, AP, or revenue. This shows progress per area.
- Daily/Weekly Tasks: Add recurring tasks beyond month-end. Track daily reconciliations or weekly reviews too.
Easy Month End Common Mistakes to Avoid
Mistake #1: Not Setting Up Recurring Tasks
❌ Wrong: Manually creating the same tasks every month from scratch.
✅ Right: Set tasks to recur monthly. They roll forward when you close the period.
Mistake #2: Skipping the Review Step
❌ Wrong: Marking reconciliations done without a second person reviewing them.
✅ Right: Always assign a reviewer. This catches errors before they reach the auditor.
Mistake #3: Not Attaching Evidence
❌ Wrong: Completing tasks without uploading any supporting documents.
✅ Right: Attach evidence as you go. It takes seconds now but saves hours during audit.
Easy Month End Troubleshooting
Problem: Tasks Not Rolling Forward
Cause: The previous period wasn’t formally closed.
Düzeltmek: Go to the previous month, click “Close Period,” then check the new month.
Problem: Team Member Can’t See Tasks
Cause: They haven’t accepted their email invitation yet.
Düzeltmek: Resend the invitation from Team Settings. Check their spam folder too.
Problem: Reconciliation Won’t Balance
Cause: Missing or incorrect reconciling items.
Düzeltmek: Review each line item. Look for timing differences or missed transactions.
📌 Not: If none of these fix your issue, contact Easy Month End support at help@easymonthend.com.
Kolay Ay Sonu nedir?
Kolay Ay Sonu is a month-end close management tool that helps finance teams close their books faster.
Think of it like a project manager built for accountants.
Watch this quick overview:
It includes these key features:
- Auditor Control & Tracking: Give auditors view-only access to your close progress.
- Evidence for Control Testing: Attach supporting documents to every task.
- Finance Task Management: Assign, track, and manage every close task.
- Review Reconciliations: Check and approve account reconciliations.
- Stress Less Checklist: Track every month-end task in one place.
- Takım Yönetimi: Add team members and control their roles.
- Gerçek Zamanlı Durum: See overall close progress at any moment.
- Denetime Hazır Belgeler: Export complete audit trails as PDFs.
- Bilanço Mutabakatları: Reconcile every account on your balance sheet.
For a full review, see our Easy Month End review.
Kolay Ay Sonu Fiyatlandırması
Here’s what Easy Month End costs in 2026:
| Plan | Fiyat | En İyisi İçin |
|---|---|---|
| Küçük | 45$/ay | Small teams with basic close needs |
| Şirket | 89$/ay | Growing teams needing full features |
| Girişim | Fiyat bilgisi için iletişime geçin. | Large organizations with multiple entities |
Ücretsiz deneme sürümü: Yes — your first month is free with no credit card required.
Para iade garantisi: No long-term contracts. Cancel anytime.
💰 Best Value: Company plan at $89/mo — it includes all features for growing teams.
Easy Month End vs Alternatives
How does Easy Month End compare? Here’s the competitive landscape:
| Alet | En İyisi İçin | Fiyat | Rating |
|---|---|---|---|
| Kolay Ay Sonu | Month-end close management | 45$/ay | ⭐ 3.8 |
| Dext | Document capture and muhasebe | 24$/ay | ⭐ 4.3 |
| Xero | Full cloud accounting | 29$/ay | ⭐ 4.5 |
| QuickBooks | Küçük işletme muhasebe | $1.90/mo | ⭐ 4.4 |
| Synder | Multi-channel sales sync | $52/mo | ⭐ 4.1 |
| FreshBooks | Serbest çalışan invoicing | $21/mo | ⭐ 4.3 |
| Adaçayı | Enterprise accounting | Free–$18/mo | ⭐ 4.2 |
| Zoho Kitapları | Budget-friendly accounting | Free–$30/mo | ⭐ 4.3 |
Quick picks:
- Best overall: Easy Month End — purpose-built for month-end close management
- Best budget: Dalga — free accounting with basic close features
- Best for beginners: QuickBooks — easy setup with guided workflows
- Best for enterprise: NetSuite — full ERP with advanced financial close
🎯 Easy Month End Alternatives
Looking for Easy Month End alternatives? Here are the top options:
- 🚀 Dext: Automates receipt capture and data extraction. Great for teams buried in paper documents and manual entry.
- 💰 Xero: Full cloud accounting with bank feeds and invoicing. Best for small businesses wanting an all-in-one solution.
- 🎨 Puzzle IO: Modern muhasebe yazılımı with real-time dashboards. Built for startups and tech companies.
- ⚡ Adaçayı: Enterprise-grade accounting with deep raporlama. Trusted by mid-size and large businesses worldwide.
- 🔒 Zoho Kitapları: Affordable accounting with strong otomasyon features. Fits teams already using the Zoho ecosystem.
- 🧠 Synder: Connects all your sales channels into one accounting system. Perfect for e-commerce and multi-channel businesses.
- 👶 Docyt: AI-powered accounting automation for restaurants and hospitality. Handles high-volume transaction processing.
- 🏢 RefreshMe: Personal finance and muhasebe tool. Best for individuals and very small businesses.
- 🔧 Dalga: Free accounting software with invoicing and receipts. Ideal for freelancers and solo işletme sahipleri.
- 🌟 Hızlandırın: Personal and small business finance management. Strong budgeting and investment tracking features.
- ⭐ Hubdoc: Automatic document collection from banks and vendors. Pulls bills and receipts into your accounting software.
- 🎯 Giderleri artırın: Expense management with receipt scanning and approval workflows. Great for teams with heavy seyahat costs.
- 💼 QuickBooks: The most popular small business accounting software. Covers invoicing, payroll, and tax prep.
- 📊 Otomatik Giriş: Automated data entry for receipts and invoices. Reduces manual bookkeeping by capturing data from documents.
- 🔥 FreshBooks: Simple invoicing and expense tracking built for freelancers. Clean interface with time tracking features.
- 🏢 NetSuite: Full ERP system with advanced financial close and consolidation. Best for large enterprises needing deep control.
For the full list, see our Kolay Ay Sonu Alternatifleri guide.
⚔️ Easy Month End Compared
Here’s how Easy Month End stacks up against each competitor:
- Easy Month End vs Dext: Easy Month End manages your full close process. Dext focuses on document capture and data extraction only.
- Easy Month End vs Xero: Xero is a full accounting suite. Easy Month End adds close workflow management that Xero lacks.
- Easy Month End vs Puzzle IO: Puzzle IO offers real-time accounting dashboards. Easy Month End provides deeper close task tracking and audit trails.
- Easy Month End vs Sage: Sage handles full enterprise accounting. Easy Month End focuses on making the close process painless.
- Easy Month End ile Zoho Books karşılaştırması: Zoho Books is a budget-friendly accounting suite. Easy Month End adds close-specific workflow tools Zoho doesn’t have.
- Easy Month End vs Synder: Synder syncs sales data into your accounting system. Easy Month End manages the closing workflow after data is in.
- Easy Month End vs Docyt: Docyt automates transaction processing with AI. Easy Month End handles the close checklist and team coordination.
- Easy Month End vs RefreshMe: RefreshMe is a personal finance tool. Easy Month End is built for finance teams managing monthly closes.
- Kolay Ay Sonu vs Dalga: Wave offers free basic accounting. Easy Month End adds close management, sign-offs, and audit documentation.
- Easy Month End ile Quicken karşılaştırması: Quicken is personal finance software. Easy Month End is designed for business finance teams.
- Easy Month End vs Hubdoc: Hubdoc collects documents automatically. Easy Month End manages the full close process from start to sign-off.
- Easy Month End ile Expensify karşılaştırması: Expensify tracks expenses and receipts. Easy Month End manages the entire month-end close workflow.
- Easy Month End ile QuickBooks karşılaştırması: QuickBooks is full accounting software. Easy Month End adds close tracking that QuickBooks doesn’t provide.
- Kolay Ay Sonu vs Otomatik Giriş: AutoEntry captures data from documents. Easy Month End manages task assignments and close workflows.
- Easy Month End ile FreshBooks karşılaştırması: FreshBooks is for freelancer invoicing. Easy Month End serves finance teams doing month-end closes.
- Easy Month End vs NetSuite: NetSuite is a full ERP system. Easy Month End is a focused, affordable close management tool.
Start Using Easy Month End Now
You learned how to use every major Easy Month End feature:
- ✅ Auditor Control & Tracking
- ✅ Evidence for Control Testing
- ✅ Finance Task Management
- ✅ Review Reconciliations
- ✅ Stress Less Checklist
- ✅ Team Management
- ✅ Real-Time Status
- ✅ Audit-Ready Documentation
- ✅ Balance Sheet Reconciliations
Next step: Pick one feature and try it now.
Most people start with the Stress Less Checklist.
It takes less than 5 minutes.
Sıkça Sorulan Sorular
How to do month end closing in accounting?
Month-end closing means reviewing all transactions, reconciling accounts, recording adjusting entries, and preparing financial statements. Easy Month End turns this into a checklist you follow step by step. The platform tracks your progress and ensures nothing gets missed.
What is the easiest way to do bank reconciliation?
The easiest way is to compare your GL balance against your bank statement and list any timing differences. Easy Month End’s Balance Sheet Reconciliations feature guides you through this process. Enter both balances, add reconciling items, and submit for review.
What happens if month end isn’t done right?
Incorrect month-end closes lead to inaccurate financial statements, tax filing errors, and audit issues. Poor financial data makes it hard to make informed business decisions. Using a structured tool like Easy Month End reduces the risk of missing steps or recording errors.
How to close accounts payable at month end?
Review all outstanding vendor invoices and match them to purchase orders. Record any accrued expenses for services received but not yet billed. Reconcile the AP sub-ledger to the general ledger to confirm the balances match. Easy Month End tracks each of these steps for you.
How to do a month end?
Start by collecting all financial data for the period. Then reconcile bank accounts, review journal entries, and prepare financial statements. Easy Month End provides a structured checklist that walks you through every task. Your first month is free so you can try the full process.
What are typical month-end tasks?
Typical tasks include bank reconciliation, accounts receivable review, accounts payable reconciliation, fixed asset updates, revenue recognition, accrual entries, and financial statement preparation. Easy Month End organizes all these into categories so your team can work through them in order.
Does Easy Month End integrate with accounting software?
Easy Month End currently integrates with Xero and is working on more integrations. The platform works alongside your existing accounting software as a close management layer. You can still QuickBooks kullanın, Sage, or any other system for your core accounting.
Is Easy Month End suitable for small finance teams?
Yes. Easy Month End is designed for both small and large finance teams. The Small plan at $45/mo works well for teams of 1–3 people. Even solo accountants benefit from having a structured checklist with clear audit trails.
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