Close the books without closing the week
Month-end used to mean exports, pivots, and chasing approvers in chat. WEXTL runs the close checklist on a schedule — collect, reconcile, route approvals, and post the pack where leadership already reads.
Deploys this workflow into your workspace — you'll connect your own accounts.
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Workflow aggregating billing and AP sources into a close spreadsheet and status message
What Finance teams automate
What finance teams automate first
Four workflows finance teams clone and adapt — close, expenses, approvals, and cash visibility.
Month-end that runs itself
Pull charges, bills, and ledger rows into one close pack on the calendar you set.
- Controller - The close checklist runs the same way every month.
- AP - Open bills are collected before anyone opens a browser tab.
- Leadership - The status posts to Slack before the stand-up.
- Audit - Every step leaves a run log with the rows it touched.
Workflow aggregating billing and AP sources into a close spreadsheet and status message
Cash visibility without another dashboard
Leadership does not need a tenth dashboard — they need the same five numbers in the channel they already read.
A short workflow can refresh the dataset and post the snapshot daily. WEXTL connects billing, CRM, and BI without a custom script repo.
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Built for finance
Close, AP, and treasury patterns out of the box.
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Logged runs
Every step traceable for audit questions.
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