Every task, every month, in one place.
Build your close checklist from our standard template or import your existing one via CSV. Every recurring task carries over month to month with its assignee, reviewer, category, and dependencies intact.
- Start from template or build from scratch
- CSV import with column mapping
- Tasks organized by category (reconciliations, reporting, analysis)
- Carry forward tasks and settings to each new period
Preparer. Reviewer. Approver. No ambiguity.
Every task has a designated preparer, reviewer, and due date. The three-stage workflow (Assigned → In Review → Approved) ensures nothing slips through without proper sign-off. Every transition is timestamped and logged.
- Three-stage approval workflow
- Every status change recorded with actor and timestamp
- Reassign tasks without losing history
- Bulk assign during setup or period rollover
Your close status meeting, automated.
See exactly where the close stands at any moment. The dashboard shows completion percentage, tasks by status, progress by category, and days remaining. No more Monday morning status emails.
- Overall progress with task breakdown
- Progress by category (financial reporting, reconciliations, etc.)
- Days remaining countdown
- Recent activity feed
- Task progress over time chart
Set the rule once. It stays correct every month.
Due dates can be fixed calendar dates or calculated automatically from your close period — a number of business days from period start, period end, close start, or close end; a specific day of the month; days after a milestone; or days after a predecessor task completes. Dates recompute when your period, holiday calendar, milestones, or dependencies change.
- Six calculation methods (period-relative, calendar day, milestone, dependency)
- Automatic adjustment for weekends and company holidays
- Recalculates when period dates or dependencies change
- Holiday calendar management per organization
Define the order. See the blockers.
Link tasks that must complete before others can start. When a predecessor is incomplete, its dependents are flagged as blocked. The dashboard surfaces blockers so the controller knows exactly what to escalate.
- Define predecessor/successor relationships
- Automatic blocked status when predecessors are incomplete
- Due date calculation based on predecessor completion
- Dependency visualization in task detail
Every action tracked. Every file attached.
Every status change, reassignment, comment, and file upload is logged with who did it and when. Attach workpapers, reconciliation spreadsheets, and supporting documents directly to tasks. Files are scanned for malware automatically.
- Complete activity history per task
- File attachments with malware scanning
- Searchable audit log across all tasks
- Evidence linked to task history for auditor review
Lock the period. Ship the close.
When the close is complete, lock the period to prevent further edits. The lock timestamp is recorded in the audit trail. Unlock if needed — every unlock event is audited. Historical periods remain accessible in read-only mode.
- One-click period lock with audit timestamp
- Unlock with full audit trail
- Historical period archive
- Period-level reporting and export
Reminders that keep the close moving.
Automated email notifications for task assignments, approaching due dates, overdue tasks, and status changes. Each team member controls their notification preferences.
- Assignment and reassignment notifications
- Due date reminders (configurable timing)
- Overdue task alerts
- Status change notifications for reviewers
Role-based access. Enterprise-grade security.
Every user has a role (Owner, Admin, Member, Viewer) that controls what they can see and do. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Row-level security ensures tenant isolation at the database level.
- Role-based access control (Owner, Admin, Member, Viewer)
- SSO via SAML for enterprise identity providers
- AES-256 encryption at rest, TLS 1.2+ in transit
- Row-level security for tenant data isolation
- SOC 2 Type II certified infrastructure
ComplyBar inside Teams. No extra logins.
Embed the full ComplyBar application as a tab in any Microsoft Teams channel. Team members with a Microsoft 365 work account are signed in automatically via SSO. No separate password, no context switching.
- Full ComplyBar experience inside Teams
- Automatic Microsoft SSO — no separate login
- Install via Teams admin center or sideload
- Works alongside browser access
See it in action.
Start your 90-day free trial and have your close running in ComplyBar within an hour. No credit card, no sales calls.