Month-end Close Checklist
Auto-generates the monthly close checklist on day 1, assigns owners, and pings stragglers on day 4.
01The intent
Plain English, ready to fork.
This is the plain-English starting point. Proza scopes the data model, chooses the workflow pattern, and turns it into a working internal tool with permissions, integrations, and a usable interface.
Month-end Close Checklist
02Built for Finance
Who it's for.
Elena, Finance Lead
Lean finance team · growing approval volume
“I need the context, the policy check, and the approval trail together before month-end turns into archaeology.”
- Keeps approvals, invoices, receipts, and month-end checklists moving.
- Needs every decision to leave a clear audit trail.
- Wants policy checks and reminders to happen before finance has to intervene.
03Connected by default
What it plugs into.
Configured in the intent — no glue code, no auth boilerplate, no brittle webhooks to babysit.
Keeps this workflow connected to Slack without custom glue code.
04More for Finance
Keep exploring.
Other intents from the same persona — fork any one of them as a starting point for your own.
Got something messier to build?
Describe it in plain English. Proza scopes the data model, picks the UI pattern, and stands the app up — usually before your coffee gets cold.