Never miss a step in month-end close, audit prep, or any recurring accounting process
Turn your accounting SOPs into assigned workflows with deadlines, sign-offs, data capture, and audit-ready history — so every close, every filing, and every reconciliation runs the same way.
From month-end close to tax prep, your team runs the same critical processes over and over. Manifestly makes sure every step happens, every time.
Assign & Schedule
Assign every task in your close process, audit prep, or payroll run to the right person with a clear deadline.
Capture Proof
Collect sign-offs, attach reconciliation files, and capture required data inline — no chasing emails or spreadsheets.
Audit & Improve
See who completed what, when it happened, and where your processes break down — ready for internal or external audit.
Start with proven accounting workflow templates
Don't build from scratch. Our template library includes workflows designed for accounting teams — customize them to match your firm's procedures.
- Monthly Financial Close Checklist with all the standard steps
- Audit Preparation, Tax Filing, Payroll, and 100+ more templates
- Customize any template — add data collection fields, conditional logic, and sign-off requirements
Monthly Financial Close
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Gather Financial Statements |
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2.
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Reconcile Accounts |
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3.
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Review Revenue and Expenses |
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4.
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Adjust Journal Entries |
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Finalize Financial Statements |
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Audit Preparation Workflow
| . | Robert Smith |
Susan Lee |
John Doe |
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| Collect Audit Documentation | |||
| Review Internal Controls | |||
| Perform Preliminary Testing | |||
| Discuss Findings with Management | |||
| Finalize Audit Report |
See exactly where every process stands — across clients, team members, and deadlines
No more asking "where are we on the close?" Summary views give you real-time status without interrupting your team.
- Track month-end close, audit prep, and tax filings side-by-side
- View progress by client, team member, or task — without opening each checklist
- Build custom dashboards for partners, managers, and staff
- Get notified via email, Slack, or Microsoft Teams when tasks complete or fall behind
Eliminate errors with built-in data collection and sign-offs
Embed forms, file uploads, and approval gates directly into your workflows. Every piece of data is captured where the work happens.
- Require supervisor sign-off before a close or filing is finalized
- Collect account balances, variance explanations, and supporting documents inline
- Use conditional logic to route work based on thresholds, exceptions, or client type
- Maintain a complete, timestamped record for SOX, GAAP, and internal audit compliance
Purpose-built for the way accounting work actually gets done.
Recurring Schedules
Auto-launch workflows on daily, weekly, monthly, quarterly, or annual schedules. Month-end close kicks off automatically on the 1st.
1,000+ Integrations
Connect to Slack, Microsoft Teams, QuickBooks, and the rest of your stack via native integrations and Zapier.
SOC 2 Certified
Your data is protected by SOC 2 Type II controls, independently audited by an AICPA-certified firm.
Flexible User Licensing
Only pay for admins and full users. Staff who just complete tasks and add comments? They're free.
Works on Any Device
Progressive Web App works on phones and tablets — no install needed. Your team can complete tasks from anywhere.
Real Human Support
Our support team is staffed by actual people. Get help setting up your workflows and start running processes fast.
Security, governance, and rollout support—without heavy implementation.
SSO & Access Control
Streamline login and manage permissions so the right people can run and update SOPs.
Workflow Versioning
Improve SOPs without losing control—track changes and roll out updates consistently.
Reporting & Audit Readiness
Get visibility across teams with dashboards and exportable history for reviews and audits.
Questions about using Manifestly for Accounting?
Any recurring process where consistency matters. Month-end close, quarterly reporting, audit preparation, tax filings, payroll runs, new client onboarding, and compliance reviews are the most common. If your team runs it more than once, Manifestly keeps it on track.
Yes. Every template is fully editable. Add or remove steps, embed data collection forms, set up conditional logic for different scenarios, require sign-offs, and adjust assignments and deadlines to match how your firm actually works.
Usually not. You only pay for Admin and Full User seats. Limited Users — people who complete assigned tasks and add comments — are free. Most accounting teams have a mix of both.
Manifestly connects to 1,000+ apps through Zapier, including QuickBooks, Xero, and other accounting tools. We also have native Slack and Microsoft Teams integrations, plus a REST API for custom connections.
Yes. Manifestly is SOC 2 Type II certified by an independent AICPA auditor. We take data security seriously — your financial workflows and captured data are protected by enterprise-grade controls.
What Our Customers Have to Say
Richard Tubb
IT Consultant/Owner | Tubblog
"Manifestly was the easiest SOP Workflow system to deploy and hit the ground fast and the Manifestly team is a great partner.”
Ethan Rogge
Systems Lead | Compass
"Manifestly's webhook and testing function was the simplest I've ever used. Major kudos!”
Alejandro Perez
Owner | Komet Sales
"There's no other product out there as good as Manifestly for companies to effectively use checklists.”
Daniele Besana
Owner
"The integration with Slack is superb, you can check and update your checklists directly from Slack.”
Free Workflow Templates for Accounting Professionals
Get set up quickly with ready-made accounting checklists. Customize any template to match your firm's procedures.
Monthly Financial Close checklist
Year-End Accounting checklist
Accounts Payable checklist
Accounts Receivable checklist
Tax Preparation checklist
Audit Preparation checklist
Payroll Processing checklist
Bank Reconciliation checklist
Expense Reporting and Reimbursement checklist
Financial Reporting checklist
Budget Preparation checklist
Account Reconciliation checklist
Fixed Assets Management checklist
Inventory Management checklist
New Vendor Onboarding checklist
Internal Controls checklist
Cash Flow Management checklist
Credit and Collections checklist
Financial Analysis checklist
Journal Entry checklist
Capital Expenditure (CapEx) Approval checklist
Quarterly Budget Review checklist
Financial Planning and Analysis (FP&A) checklist
New Client Onboarding checklist
Debt Management checklist
New Employee Onboarding checklist (Accounting Department)
Performance Review checklist (Accounting Staff)
Regulatory Compliance checklist
Chart of Accounts Maintenance checklist
Cost Accounting checklist
Investment Reconciliation checklist
Grant Accounting checklist
Accounting Policy Updates checklist
Software and System Migration checklist (Accounting Tools)
Insurance Renewals checklist
Loan Covenant Compliance checklist
Merger and Acquisition Due Diligence checklist
Client Contract Renewal checklist
Vendor Contract Negotiation checklist
Lease Accounting checklist
Accounting Standards Update checklist
Data Backup and Recovery checklist
Employee Expense Policy Compliance checklist
Accounting Department Workflow Optimization checklist
Financial Risk Assessment checklist
Corporate Tax Filing checklist
Employee Termination checklist (Accounting Department)
Yearly Accounting Department Goals Setting checklist
End-of-Month Sales and Revenue Reporting checklist
Workflow software for accounting teams that never miss a step
With Manifestly, your team will Never Miss a Thing.
