What month-end close actually looks like.
Four real screens from the real product, in the order a bookkeeper actually uses them: reconcile the bank statement, clear the review queue, run the close checklist, then lock the period. Nothing here is a mockup — scroll through the same UI that ships in Nummio.
Step 1
Reconcile the statement.
Nummio pulls in the bank statement and matches most lines to your books automatically, so you're only looking at the handful that need a human.
Step 2
Clear the queue.
Every receipt and charge Nummio is confident about gets batch-accepted in one click; the rest get a plain-English reason and a one-click override.
5 transactions need your call.
Help3 Nummio is confident about
2 need your call
2026-08-17 · email
Lighthouse Legal Group
Could be a one-time legal engagement or a retainer — the amount doesn't clearly indicate which.
2026-08-18 · csv_import
Unknown vendor
Step 3
Run the checklist.
Three gates have to be green before a period can close: statements reconciled, the review queue empty, and no draft transactions left behind.
- DoneEvery bank statement in this period is reconciled
- DoneThe review queue is empty for this period
- DoneNo draft transactions remain in this period
Step 4
Lock the period.
Once the checklist is clean, locking the period freezes it — no more postings land inside it without a reversing entry and an audit trail.
Locked by Dana Okafor on Aug 1, 2026, 4:32 PM.
Want a month-end that actually ends?
Talk us through your current close and we'll map it onto these four steps.