Closewise

A month-end close workspace with green insight cards, fine activity charts and an evidence rail. Client closes, documents and rule-based exceptions are connected through one local accounting model.

• Best forDevelopers building accounting-practice portals and month-end close review software.

• Overview

  Follow processing, synced-record and anomaly figures alongside fine activity charts and pinned clients. Select an exception to open its evidence and amount comparison in the review helper.

• Companies

  Filter and sort client closes by status, due date and progress. Inspect the selected close's documents, records, checklist and activity, or pin a client to the overview.

• Documents

  Filter received documents by status, source or type and inspect a fictional statement, invoice, receipt, payroll report or tax worksheet. Mark a document reviewed using the local workflow.

• Review

  Work through the exception queue with statement and ledger evidence, an amount bridge and rule checks. Record a timing difference or a validated adjustment and see the affected close update.

• One close model behind every figure

  Processing totals, synced records, exceptions, client progress and timely closures derive from the same local documents and records. A resolution updates the queue, company close and overview together.

• Evidence before a resolution

  Open an exception from the anomaly list or queue to inspect its statement and ledger evidence. An animated bridge makes the compared amounts and the cause of their difference explicit.

• Rules with clear resolution choices

  Fixed rules cover bank-versus-ledger gaps, missing documents, possible duplicates, tax-code mismatches and unusual amounts. Adjustments validate their required offset account; changes include activity and local Undo.

• Client and document workspaces

  A sortable close board, pinned clients, source/type filters and document facsimiles keep the evidence attached to the selected company. The helper describes rule checks rather than claiming connected AI analysis.

• Choreographed views and accessible controls

  The insight fan opens, KPI cards assemble and evidence follows the summary. Chart fields, curves, arcs and progress bars redraw on each view visit. Phone layouts, keyboard navigation and initial or late reduced-motion preferences are supported; state stays shared across all four views.

Responsive layouts, keyboard-accessible navigation and reduced-motion support.

The review helper is deterministic rules over fictional data, not an AI service. Imports, evidence review, resolutions and adjusting entries run locally in browser memory. No bank, ledger, email, client portal, backend or persistence is connected; reload or Reset restores the seed.

• IncludedFictional demonstration data and local interactions, ready to edit. The included README identifies the data files and model.
• Not includedBackend, database, authentication, payments or AI services. Features that look connected are simulated; connect your own services when you adapt the code.

• Complete Next.js project
• 4 animated views
• Source files and project assets
• README with setup and customization
• LICENSE.md

Stack and requirements

• StackNext.js 16, React 19, TypeScript, Tailwind CSS v4, Framer Motion, Lucide icons
• FontsFigtree
• RequiresNode.js 20.9 or later, npm, and working knowledge of React and Next.js

Run it locally

Extract the ZIP, open a terminal in the project folder, then run:

npm install
npm run dev

Open localhost:3000. The README covers the data, colors, fonts and animations.

• Price$9 USD, one-time payment. No subscription or renewal.
• TaxesApplicable VAT and sales tax are included in the price. The total is shown before you pay.
• LicenseUnlimited personal and client projects. No resale or redistribution of the source. Read the license
• DeliveryAfter payment, Polar emails your receipt and a download link for the ZIP.
• RefundsIf the files don’t install or run as described and can’t be fixed within 7 days, you get a full refund. Refund policy
• Supporthello@buildindex.dev for the template as delivered.

Secure checkout by Polar. More answers in the questions.