Home / Marketplace / freee — 月次試算表 / Month-End Trial Balance (Record-to-Report)

Solution

freee — 月次試算表 / Month-⁠End Trial Balance (Record-⁠to-⁠Report)

Month-end close in freee requires the finance team to manually retrieve the 試算表 (trial balance sheet), inspect it for completeness, and then communicate to stakeholders that the B/S has been reviewed — a multi-step sequence where delays or a missing report can disrupt the 月次決算 cycle and create last-minute scrambles for 税理士 review. AANCER automates the entire flow: at the close of each fiscal month, it retrieves the…

Optional egress (declared)

Version
1.0.0
Category
Financial
by
Evntx FZCO
License
proprietary
Requires
freee

Egress

RequiresHost
piece.connectoryour-configured-connector-hostshttpsOnly the business systems you connect (freee)
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