Month-end close for your accountant

On the 1st, last month's sales arrive totalled by item and by payment method, with refunds listed apart, and a spreadsheet you can forward to your accountant as is.

The 1st of every month at 9 AM

The problem this solves

Every month your accountant asks for the same thing, and every month you export, sort and explain it again. The numbers are already in your app; they just need to arrive, already laid out, on the 1st.

What you end up with

An email on the 1st with last month's total, sales by item and by payment method (card, KakaoPay, NaverPay, Toss) and refunds. Every transaction is saved in a spreadsheet each month, on a page only you open, ready to forward.

How it works

  1. On the 1st of every month at 9 AM, in your own time zone, it starts on its own.
  2. It totals last month's paid orders by item and by payment method.
  3. Refunds are listed apart, so the total is what you really kept.
  4. Every transaction goes into a spreadsheet, kept in your private files, one per month.
  5. You get the summary by email, with a link to the page where the files wait.

Build this in your app

Insight asks a few questions first, so it fits your app.

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