Month-end close platform

Close the month.
Keep the proof.

ThroughStack does the close work and keeps the record. Agents ingest the messy exports and reconcile them.1 The Close Command Center maps each client's trial balance and substantiates it account by account, with every number traced back to the run that produced it.2 On the last day the period locks, and the proof stops being something you maintain.3

14-day trialNo cardReviewers and viewers always free
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Close windowPeriod locked
The Close Command Center

Your close, day by day.

Map each client's trial balance, reconcile book against substantiated balances, and trace every number back to the run that produced it.

Fri 1 May

The trial balance lands.

Import each client's trial balance with whatever columns it arrives in, against a per-client chart of accounts. Nothing is renamed for you and nothing is quietly dropped.

Flexible columnsPer-client COAUnmapped flagged
TB import · 62 accountsmapped
10100 · Operating cash418,220.04
12200 · Prepaid subscriptions24,905.00
13000 · Accounts receivable311,890.60
Trial balance1,551,582.80
Mon 4 May

The agents do the work.

Same agent, every month. It reads the raw export, applies the steps, ties out to the cent, and pushes the substantiated balance onto the accounts it covers.4 Scheduled runs never wait for an upload.

Build-time previewScheduled runsMulti-file joinsSharePoint / OneDrive
Run R-412 · sales tax reconcilerpassed
Input3Vars3Steps3Output2
Rows in / out4,128 → 4,065
Tie-out to sourceΔ 0.00 ✓
Tue 5 May

Book against substantiated.

Every account carries book, substantiated, the prior balance and the change. Accept at book substantiates the ones you vouch for by hand, tied to the number you accepted.5 Honesty checks flag a re-run of the same file or an account that just appeared.

Accept at bookPrior and changeFlux narrativeHonesty checks
Substantiation58 / 62
AccountBookStatus
10100 · Cash418,220.04agent
12200 · Prepaid24,905.00at book
22500 · Payroll liab.18,442.30open
Unsubstantiated4
Wed 6 May

Someone else checks it.

Seed the standard month-end steps or carry last period's forward, assign owners and due dates, and check items off with a record of who and when. Reviewers and viewers are free, unlimited, forever.

Checklist and ownersSign-off recordFree reviewer seats
Checklist · Apr 202611 / 11
Bank reconciliationsL. Ruiz · 05/04
Prepaid amortizationL. Ruiz · 05/05
Payroll accrualD. Okafor · 05/05
Partner reviewD. Okafor · 05/06
Thu 7 May · Closed

The period closes, and stays closed.

Closing the month freezes the checklist, evidence, and baseline into the period's record, and a locked period renders from its frozen snapshot forever.6 Month, quarter, fiscal year or custom, and every comparison names its baseline.

Evidence vaultFrozen baselineAny cadence
Period record🔒 locked
Apr 2026Closed 05/07
Mar 2026Closed 04/06
Feb 2026Closed elsewhere
Baselinenamed on every comparison
Deliverables

What ends up in the workpaper file.

Concrete artifacts, exported from the frozen record.

PDF

Run audit report

Inputs, every step, every tie-out
ZIP

Evidence pack

A run, or a whole closed period
ZIP

Substantiation package

Cover index, a sheet per account
XLSX

Styled closed TB

Formatted, from the frozen record
CSV

Journal entry

Will not download until it balances
DOC

Plain-English SOP

Generated for any agent
CSVtrial_balance.csvXLSXledger_close_2026-04.xlsxCSVjournal_entry.csvEvery run keeps the exact code it ran.
Features

Built for people who foot their totals.

Reconciliation you can prove

Per-column tie-outs and variance flags. Tie your finalized post-journal-entry trial balance back to the run output for one more layer of assurance.

Free reviewer seats

Bring teammates in as a Maker, Reviewer, or Viewer. Reviewers and Viewers are free, unlimited, forever.

Scheduled runs

Agents run on their own using saved variable defaults and write dated output filenames. No manual upload needed.

Bring your own styled output

Upload a pre-formatted .xlsx and each run pours its data into your template, keeping the design and formulas intact.

Multi-file joins

Add named reference files to an agent: mappings, lookups, prior period, all joined inside one agent.

Build-time preview

See exactly what a step produces on your sample data, before you run the whole agent.

Plain-English narration

Each step leads with a short narration written from its own code, so a reviewer reads intent rather than Python.

Build with AI

Show a before and after, and the AI writes the steps. Not included in the trial.

Limited beta · Firm plans
Your data

Client books, held the way an auditor would want.

🔒 EncryptedIn transit (TLS) and at rest

Bounded execution

Step code runs in a restricted sandbox: allowlisted builtins, gated imports, and a kernel-level jail that blocks network and process execution inside step workers.

Scoped to your workspace

Every stored file path is bound to your workspace, and identity comes from the signed-in session only. No run can read another account's data.

Hard limits

Uploads validated by type and capped at 10 MB, a 100,000-row input cap, and a 30-second per-step timeout.

Append-only

Run snapshots are frozen at write. Adjustments, sign-offs, and close records are never rewritten, and a locked period renders from its frozen snapshot forever.

Pricing

The price stays plain.

Starter
$29 / mo

$24/mo billed annually

  • 1 maker seat
  • 3 agents
  • 25 runs / month
  • 1 close entity
  • Manual runs only
Start free trial
Firm
$79 / seat / mo

$65 annual · 5+ makers pay $69 ($59 annual)

  • Unlimited agents and runs
  • Scheduling and connections
  • Import and export
  • The full Close Command Center
Start free trial
Review and view
$0

Unlimited, forever

  • Verify and sign off
  • Read-only access
  • No card, ever
Invite your firm
Seat math · a three-maker firm

Your reviewers and viewers see and sign the work without being a line item.

3 makers × $79237.00
6 reviewers × $00.00
Per month$237.00

14-day trial with full Firm access except Build with AI, no card. At trial end the workspace goes read-only until a plan is picked, and nothing is deleted. Full pricing and FAQ

“I close books for a living. Every month I'd rebuild the same schedules, then spend the next week proving where the numbers came from. I got tired of that and built the thing I actually wanted.”

Founder, ThroughStack · practicing CPA
Get started

Close the month like someone who foots their totals.

Build your first agent today. It runs every close from here, and your reviewers and viewers come along free.

14-day trialNo cardReviewers and viewers always free
Notes
1Agents accept the export as it arrives. A run may join named reference files, pour its output into your own styled .xlsx template, and pick up the newest matching file from SharePoint or OneDrive on its own.
2Close Command Center: map each client's trial balance, reconcile book against substantiated balances, and trace every number back to the run that produced it.
3Closing the month freezes it into the period's record. The styled trial balance, substantiation package, and evidence pack all export from that frozen record. History from before ThroughStack is recorded as Closed elsewhere.
4Attach a run's JE file to a period and each account it touches shows a projected balance, being book plus the attached entries.
5Accept substantiates an open account at book, tied to the number you accepted. Comparatives show a prior balance and the change beside each account, with a plain-English flux explanation for the movements worth a note.
6Run snapshots are frozen at write; adjustments, sign-offs, and close records are never rewritten.