Financial workflow
Controller close readiness
The primary wedge is evidence-grounded disposition, not task orchestration.
What this helps you do
From the financial question to a clear next move.
- The problem
- Close tasks appear complete while material evidence or judgment gaps remain.
- When it matters
- Period end, late adjustment, or close review.
- What TallyUp does
- Assemble eight checks, calculate one typed disposition, and produce complete blocker packets.
- What it looks at
- Entity, basis, period, policies, eight check states, evidence identities, blockers, owners, and actions.
- What you decide
- Advance, block, retain ambiguity, or refuse.
- What improves
- Close time; unexplained blockers; evidence-to-decision latency; resolution age; late adjustments.
- A fair question
- ERP close cockpit or checklist is enough. Those establish task mechanics, not the supported accounting decision.
Fictional example—not a customer
Aster Works, Inc.
These example values show how the workflow behaves without implying a customer result.
- What happened
- Six checks are ready; $128,000 revenue and $41,600 accrual exposure remain open.
- What needs attention
- Revenue acceptance and accrual evidence are incomplete.
- What supports the review
- Entity, basis, period, policies, eight check states, evidence identities, blockers, owners, and actions.
- What the person decides
- The controller records blocked and routes two packets.
- What happens next
- August does not advance; the decision is replayable and human-owned.
Close readiness
Consolidated groupCurrent period
Checks ready
6 of 8
2 checks moved forwardNow2 weeks4 weeks6 weeks
Records behind the answer
See what should agree.
Check stateConnectedEvidence coverageConnectedOpen decisionsConnected
Required reconciliations, evidence, judgments, reviews, and downstream effects support the close decision.
Who owns the next step
Controller
Owns the answer and the next handoff.
PrepareReviewDecide
What happens next
Review close blockers
Material open work is visible without collapsing evidence completeness into an approval decision.
Explore this workflowPositionEvidenceOwner
More financial work
Controller close readiness
See this financial work in TallyUp.
Choose the financial question you want to see. We will shape the walkthrough around that work and the people responsible for it.