Month-End Close Prep
Pull together the context and open items for the close from communications.
The prompt
For the [month] close, search emails and Teams for: - Open items and pending journal entries mentioned - Accruals or provisions being discussed - Late information or blockers from other teams - Anything flagged as a risk to the timetable Compile a close-prep checklist. Figures must be confirmed in the GL — this is coordination, not the numbers.
How to use it
- 1Select Copy the prompt above.
- 2Paste it into Microsoft 365 Copilot.
- 3Replace anything in brackets with your own detail, then send it.
Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.
Written for
Controller, Finance Manager, Accountant
More for Finance
- Finance Critical Guardrails - Read First
- Variance Story Draft
- Budget vs Actual Summary
- Executive Financial Pre-Read
From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.