Closing the Books Just Got Easier: How TreeBeam Transforms Month-End

The month-end close is one of the most critical processes in accounting—yet for many finance teams, it’s also one of the most stressful. Endless spreadsheets, scattered trial balances, unclear adjusting entries, and version control nightmares can turn what should be a repeatable routine into a time-consuming mess.

That’s exactly why TreeBeam exists.

At TreeBeam, we believe that closing the books shouldn’t require heroic effort. By streamlining your accounting workflows, organizing your trial balance data, and making it easier to manage consolidated financial accounts, TreeBeam helps finance teams close faster—with more confidence and less chaos.

Here’s how TreeBeam helps you take control of your monthly closing process:

Eliminate the Spreadsheet Struggle

Many companies rely heavily on Excel during the month end close process—but spreadsheets weren’t built for dynamic financial reporting or collaboration. Whether you're tracking adjusting entries, consolidating across entities, or simply trying to manage version control, spreadsheets increase your risk of manual error and make auditing painful.

TreeBeam provides a dedicated space to manage accounting trial balances, adjustments, and supporting documentation. It works alongside your existing financials software, allowing you to import trial balance data from systems like QuickBooks, Xero, Yardi, and others, without reformatting or complex integrations.

Simplify Adjustments Without Overwriting History

During the accounting closing process, audit and tax adjustments often need to be tracked separately from book entries. TreeBeam allows you to isolate and manage those changes clearly—preserving your original data while maintaining an audit-friendly trail of every entry.

No more duplicate spreadsheets. No more digging for that one-off tax adjustment someone added late. Just clean, structured data and a clear review trail.

Consolidate With Confidence

Managing consolidated accounts across entities or departments? TreeBeam supports robust financial statement consolidation by helping you group accounts, eliminate intercompany transactions, and prepare consolidated financial reports that are stakeholder-ready.

Instead of rebuilding your structure from scratch every month, TreeBeam remembers your mappings and configurations, speeding up the process and ensuring consistency in your consolidated financial results.

Create a Repeatable, Auditable Process

Consistency is key when it comes to the monthly closing process. TreeBeam gives you a repeatable framework for each close period: import your data, apply adjustments, track changes, and generate reports.

This structured approach not only reduces close time, but also makes life easier when auditors, executives, or board members request supporting documentation or want to trace the path from raw financial accounts to final financial statements.

A True Add-On—Not a Replacement

TreeBeam isn’t trying to replace your financial statement software or your general ledger system. Instead, it fills in the functional gaps where GL systems fall short—especially around adjustments, trial balance reviews, and consolidated financial statements.

You can think of it as the spreadsheet alternative purpose-built for accountants. TreeBeam supports real accounting workflows, enabling your team to track and close more efficiently without changing how your core financial statements in accounting are prepared.

Close Faster. Report Smarter.

When your close process is clean and consistent, you get to the fun part faster: telling the story behind the numbers. With TreeBeam, your team spends less time reconciling and more time analyzing and advising.

You’ll find that key deliverables—like consolidated financial statements, audit support, and internal reporting—come together faster and with less friction.

Final Thoughts

If your month end close still relies on cobbled-together spreadsheets, disconnected trial balances, or clunky manual processes, it’s time to consider a better way. TreeBeam is designed for the way accountants actually work—filling the workflow gaps in your current systems and creating a clearer path from raw data to accurate, auditable reports.

Whether you're closing books for a single entity or managing complex consolidated financial accounts, TreeBeam can help you close with confidence—and get your nights and weekends back.

Close with confidence - TreeBeam has you covered - https://www.treebeam.com or https://portal.treebeam.com.