From closed books to finished packs

The close is done.The month is not.

Turn your accounting export into a finished monthly pack for clients, owners, and boards. Build the views once. Reuse them each month.

Request access Open the sample company
Monthly revenue through 2025 from the Cedar Lane sample pack.
Cedar Lane LandscapingDecember 2025 · Sample pack
Sample profit waterfall: plan $9,197, revenue shortfall $6,335, favorable expense offset $548, actual $3,410.
Sample checking and savings balances through 2025, ending at $176,382 and $25,000.

Keep your accounting system

Build once, reuse monthly

Deliver in PDF or Excel

The work, ready to share

A pack you can
put your name on.

Statements, charts, and commentary. Together in the format your reader needs, with the detail to back it up.

Cedar Lane LandscapingDecember 2025 · Sample data
December 2025 sample performance: revenue $37,858, expenses $34,448, net income $3,410; plan net income $9,197.
Performance against planView full size

Your numbers. Your views. Your finished pack.
Explore the sample company and make the views your own.

Open the sample company

Built around the conversation

One set of numbers.
More than one way to tell the story.

A short read for the owner. More detail for the bank. Choose the views, comparisons, and commentary each reader needs.

For the owner

The monthly
picture.

  1. Performance at a glance
  2. Revenue through the year
  3. Cash and financial position

Get to the result quickly, with enough context for the next decision.

For the bank

The financial
detail.

  1. Income statement
  2. Balance sheet
  3. Cash flow and comparisons

Assemble the statements and supporting views your lender asks to see.

For the client

A better
monthly meeting.

  1. Monthly statements
  2. Their account groupings
  3. Commentary and context

Make the pack reflect the business and the way you advise it.

For the board

Ready for
the room.

  1. Executive summary
  2. Actuals against plan
  3. Key financial trends

Lead with the headline, then bring the financial evidence into focus.

A few ways to assemble your pack. You choose its contents and level of detail.

Same source numbers. Different views. Different readers.

Find your setupFractional CFOAccounting firmHead of finance

More of the work, already done

Spend less time
writing what changed.

Generate variance commentary from your financial views. Add your own context alongside it, so the pack carries both the result and your judgment.

Variance commentaryGenerated in ClosePack · Cedar Lane sample data
Generated sample commentary: net income below budget by $5,788 (62.9%), revenue unfavorable by $6,335, and expenses favorable by $548.

Your context belongs here, too. Write your own text and include linked financial values.

View full size

Views you can reuse

Choose your account groupings, periods, and comparisons. Keep that structure for the next month.

Charts and tables that fit

Show the trend, walk through a variance, or bring the financial detail into focus.

Packs with your point of view

Arrange views and commentary around your reader. Choose what belongs on each page.

A rhythm you can repeat

Set up the views.
Make next month easier.

Keep the accounting system you already use. Bring the closed numbers into ClosePack and shape the work you send.

Bring your numbers

Start with a CSV or Excel transaction export from your accounting system.

Make the views yours

Group accounts, choose periods and comparisons, and build the statements and charts you need.

Check the detail

Tie the numbers back to your source and review what is going into the pack.

Put it together

Arrange your views with commentary. Export a finished PDF or a working Excel model.

Next month, bring in the new data and reuse the views you have already built.

Substance behind the presentation

Look prepared.
Be prepared.

A clear financial story starts with numbers you understand. Keep the detail close, even when the pack is concise.

Your structure, your judgment

Choose how accounts are grouped and how results are compared. The view follows the definition you set.

Check before you share

Use the underlying detail and tie-out checks to review the numbers behind the presentation.

Deliver the right level of detail

Send a concise PDF for the conversation or an Excel model for a closer look.

Before you get started

A few things
worth knowing.

Can I build something different from the sample?

Yes. Cedar Lane is one example. Choose your own account groupings, views, comparisons, and page arrangement. Build different packs for different readers using the same source numbers.

Do I need to change accounting systems?

No. ClosePack is a reporting layer for your closed books. Bring a CSV or Excel transaction export from the system you already use.

What do I send to the person reading it?

Export your pack as a PDF, or export a working Excel model when the recipient needs to work with the detail.

Can I try it before bringing my own data?

Yes. Open the sample company to explore with Cedar Lane’s financial data. You do not need to sign up to try the sample.

The work after the close

Bring your numbers.
Make the pack yours.

Invite only while every workspace still gets set up by hand with your own trial balance. You leave with a pack you can send.

“I spent years doing this until midnight. I built this so you don’t have to.”Matt Brattin, founder, ex-CFO

Start with Cedar Lane. Open the sample companyNo signup required.