---
title: "Month-end close automation | lumic"
description: "An agent reads the month from your ERP, prepares the recurring entries and runs the tie-outs. Every entry lands unposted until the controller posts it."
canonical: https://get-lumic.com/services/month-end-close/
last_updated: 2026-10-11
---

# Month-end close automation | lumic

> An agent reads the month from your ERP, prepares the recurring entries and runs the tie-outs. Every entry lands unposted until the controller posts it.

Source: https://get-lumic.com/services/month-end-close/ | Contact: hello@get-lumic.com

Services Month-end close

# Month-end entries prepared and tied out. The controller posts them.

An agent reads the month’s activity from your ERP, prepares the recurring entries a controller builds by hand every month, and runs the tie-outs. Every entry lands unposted, and the controller reviews and posts each one. lumic builds it on site and keeps it working.

[Book a call](https://cal.com/lumic/20-minute-call) How it works

How it works

## Read, prepare, tie out. A person posts.

### It reads the period.

The agent reads the month’s activity straight from the ERP. Reading is all it does at this stage.

### It prepares and ties out.

It prepares the recurring entries and runs the tie-outs before anything is approved.

### The controller posts.

Every entry lands unposted. The controller reviews each one and posts it. Posting stays a human action, every month.

What it prepares

## The entries a controller builds by hand every month.

Each entry is balanced, checked against existing entries so nothing is entered twice, and reversible until a person posts it.

### Payroll entries

Payroll journal entries, with the month-end accrual and its reversal when a pay period crosses the month.

- Accrual and reversal
- [Payroll](https://get-lumic.com/services/payroll/)

### Bank reconciliation

Bank-reconciliation adjustments, prepared from the reconciliation the agent runs.

- Bank to book
- Unposted until approved

### Inventory clearing

The inventory clearing entries, prepared for the controller to review.

- Prepared every month
- Unposted until approved

### Monthly adjustments

The monthly adjusting entries, built the same way every month.

- Balanced before staging
- Never entered twice

### Tie-outs first

Bank reconciliation, an intercompany tie-out where a business runs more than one company, and an income-statement tie-out, all before anything is approved.

- Run before approval
- Intercompany where it applies

### A live result

A live income statement, consolidated where there is more than one company, shows the result as soon as the entries post. A monthly management report reads the books live, and the controller finalizes it after month-end.

- Live income statement
- [Dashboards and reporting](https://get-lumic.com/services/dashboards-and-reporting/)

Other jobs lumic automates: [Services](https://get-lumic.com/services/). Examples in production: [Portfolio](https://get-lumic.com/portfolio/). The method: [How lumic works](https://get-lumic.com/how-lumic-works/).

## Based in St. Louis. Start with a conversation.

[Book a call](https://cal.com/lumic/20-minute-call) or write to lumic [hello@get-lumic.com](mailto:hello@get-lumic.com?subject=lumic%20intro%20call)

Every engagement is led by a senior FDE, on site.

How to start

A 20‑minute call. You walk the team through the work your people do by hand.

A written proposal. What lumic would build, the timeline, and the cost.

An on-site visit. lumic’s FDEs meet your team where the work happens and confirm the plan. St. Louis first; they travel for the right fit.

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