Close the month in about 30 minutes.

Understanding the Problem

A monthly close is how you know the numbers are finished for that month. For a one-person business it is about thirty minutes: bring everything in, categorize, match receipts, invoice what is unbilled, and export.

The Solution

Confirm the bank synced through the last day of the month. Import a CSV for any account that is not connected. Forward receipts that are still sitting in your email. Then review what Mintas categorized and what it matched.

The Results

Cash, burn and runway update with the daily sync. A weekly summary arrives on Monday at 7 AM your time. When the month is done, export transactions, attachments and invoice PDFs for your accountant.