Tag: Close
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Month-End Close Checklist: Make It Searchable with AI
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Turn your close into a search — instantly surface every file, note, and approval by owner and step. Start Free Trial Close with Clicks, Not Tabs Checklists: Steps by entity, owner, and due date. Evidence: Recons, approvals, PDFs, screenshots. Roll-ups: Create a proof pack for auditors. Predictable, Repeatable, On-Time Reuse the same queries every month.…
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Search Bank Statements and Recons in Google Drive
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Statements and reconciliations — one search. Close on time, every time. Start Free Trial Find the Right File, Instantly Search by bank, entity, or month (e.g., “HSBC UK statement Aug 2025” or “BvA recon APAC Q3”). Open the exact file — not 12 versions. Close Faster Statements: Monthly PDFs by entity & account. Reconciliations: Sheets,…