Rethinking the Financial Close: How NetSuite Can Keep You Compliant, Organized, and Audit-Ready

For many finance leaders, the monthly and quarterly close process is a recurring headache. Spreadsheets circulate through inboxes, checklists live on shared drives, and documentation is scattered across systems. The result? Lost time, inconsistent practices, and extra stress when auditors come knocking.

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Jack Ring
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At Left Ledger Inc., we believe your ERP should do more than house transactions — it should actively support your team’s compliance and control processes. That’s why we recently built a period-end checklist application directly inside of NetSuite for one of our clients.

Here’s what it does:

  1. Creates a master record for each period close — automatically named with a sensible convention like FY 2025 : Q4 2025 : May 2025.
  2. Serves as a living checklist — capturing all the prevailing period-close steps the finance team uses.
  3. Provides a familiar NetSuite experience — leveraging the native interface, drag-and-drop file uploads, communications subtabs, and system notes.
  4. Locks records for integrity — ensuring the checklist is preserved as an auditable artifact once the close is complete.


The result? Finance teams gain a centralized, compliant, and secure hub for managing period-end activities — without the risks of spreadsheets, disconnected apps, or manual record keeping.

Why this matters for CFOs and Controllers

  • Audit readiness: Auditors can see not only that steps were completed, but when and by whom.
  • Process consistency: Each close period follows the same rigor, reinforcing best practices.
  • Governance built-in: Internal controls are embedded within NetSuite itself, not left to chance.

This is the type of thoughtful, practical solution we’re proud to deliver as an independent NetSuite partner. At Left Ledger, we aren’t tied to outside agendas — our only focus is helping your finance team get the most out of NetSuite in ways that actually make their work easier and more effective.

If your business is looking for smarter ways to handle compliance, governance, and continual improvement inside NetSuite, let’s talk.



Schedule a Conversation

Let's talk. • (724) 816-1000 • info@leftledger.com


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Schedule a Conversation

Let's talk. • (724) 816-1000 • info@leftledger.com