Executing a Year-End Checklist in Acumatica

The year-end close is one of the most important financial processes of the year – and often one of the most stressful. Manual checklists, disconnected spreadsheets, and unclear responsibilities can create delays, missed adjustments, and unnecessary risk.

Acumatica makes it easy to bring structure, automation, and accountability to your year-end process. By using built-in tools like Business Events, Recurring Tasks, and automated workflows, your team can execute each step consistently.

• Building a Repeatable Year-End Process – Create structured workflows in Acumatica using Business Scenarios to guide every task from start to finish.
• Automating Key Financial Steps – Use Recurring Scenarios, task scheduling, and period management to keep your close on track and error-free.
• Improving Accuracy and Compliance – Simplify 1099 reporting, streamline audits, and ensure your financial data is clean and ready for the new year.