Month-End Close Checklist for Healthcare Controllers with Excel
The Problem
Every Provider Finance month-end runs on a checklist in Workday that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in Excel
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
Excel Integration Approach
Audit your Excel configuration
We map the specific Excel objects, custom fields, and workflows the automation needs to touch for your provider finance practice.
Build on the Excel API or agent
Integration happens inside Excel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Excel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Excel instance
30-minute call. We'll look at your actual Excel setup and show exactly how this workflow fits.