How to use the Month-end close template

Start a board from it
Use this template opens a new Freero board with the Month-end close template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Month-end close”.
Follow the instruction on the board
“Copy the board each month. Put the working day each task is due on its card, and raise anything waiting on another team at the daily check.”
Fill in each part
- Close calendar Working days after month end.
- Month-end close Columns: To do · In progress · Waiting on others · Ready for review · Closed
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Month-end close board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Cost saving ideas
Collect ideas to cut costs from everyone who spends money, then sort them by how much they save against how hard they are.
Software spend audit
List every paid tool, who owns it, what it costs and how many seats are used, then decide what to keep, merge or cancel.
Procurement request
Ask for a purchase with everything finance needs: what and why, options compared, cost, risks and the approvals required.
Expense claim process
Lay out how an expense goes from receipt to repayment, who checks what, and where claims get stuck or bounced back.
Invoice chasing board
Track unpaid customer invoices by how late they are, so the right reminder goes out at the right time and nothing is forgotten.
Budget variance review
Compare what each budget line actually spent with the plan, explain the big gaps and agree what to do about them.