Know what is missing
Every close item has an owner, due date, source report, and current status.
Lodge for finance teams
Close the books without rebuilding the story every month.
Run month-end around the Excel files you already use. Owners, source reports, open variances, board-pack drafts, and final sign-off stay in one project.
The tools already in the job 
Microsoft Excel
Google Drive
Slack
Microsoft Excel Google Drive SlackGet the first pass done
An analyst or AI prepares the board pack and flags anything that does not reconcile.
Sign off beside the source
Finance resolves the exceptions and keeps the approval with the final numbers.
One Lodge project
Excel holds the model. Lodge holds everything needed to finish it.
The workbook remains the source. Lodge keeps this month’s request, reports, questions, prepared pack, and sign-off in the same close project—without creating another ledger.
- Source Close model.xlsx
Trial balance, assumptions, owner, and due date
- Working Board pack draft
First pass, variances, and open questions
- Decision Approved board pack
Final numbers and finance sign-off
What it looks like
Close the month. Build the board pack. Keep the sign-off.
The team follows one current close instead of rebuilding it from spreadsheets, email, and Slack every month.
- 01 · Open
Start this month’s close
Add the workbook, exports, assumptions, owners, deadlines, and expected pack.
- 02 · Prepare
Prepare and reconcile
A person or AI builds the first pass and returns every variance that needs an answer.
- 03 · Approve
Approve the pack
Finance checks the source, resolves the exceptions, and signs off on the final version.
Where people decide
AI can build the first pass. Finance owns every number.
Generated work stays a draft until a finance owner checks the sources, resolves the variances, and approves the result. Lodge never moves money.