Create a Month-End Report in 3 Steps

OCTA Flow turns month-end close into a simple three-step workflow, eliminating manual pulling, formatting, and cross-checking.

Watch the demo

Watch on YouTube: https://www.youtube.com/watch?v=kcG1x3dDQ88

Who this skill is for

For controllers, finance managers, and accounting firm teams that own the month-end reporting pack, whether for one company or across a portfolio of clients. If close week still ends with someone pulling exports at midnight, reformatting the same tables in a slide deck or spreadsheet, and cross-checking totals against the ledger before leadership sees the numbers, this skill takes over the assembly work so your team only reviews and signs off.

How it works

• Connect the period's financial data: trial balance, key schedules, and prior-period comparatives.
• OCTA Flow pulls the numbers, applies your standard report structure, and formats every table and commentary section.
• It cross-checks totals against the ledger and against last month so inconsistencies surface before anyone presents them.
• The finished month-end report comes out in the same format every month, ready for leadership review the same day the books close.

The impact of this skill

• Data pulling, formatting, and cross-checking happen automatically instead of consuming close week.
• Reports come out consistent every month, in the same structure leadership expects.
• The close calendar shrinks because the reporting step no longer waits on manual assembly.

Customer story

See how Monily broke its capacity ceiling with OCTA Flow: https://weareocta.com/resource/customer-stories/monily

Try it yourself

This skill is ready to use in OCTA Flow, with no setup projects and no code. Start free at flow.weareocta.com.