Understand and close the books
Included on every plan

Close the period — and keep it closed

Set how far back the books are complete and nothing can write behind that line — not you, the assistant or an automated run. The boundary moves forward automatically instead of relying on someone to remember.

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The invoiso closed-period boundary and accounting controls.
Protect completed periods from later changes by people, automations and the assistant.

From source record to answer

Open any total until you reach the documents behind it.

Reporting, project analysis, exchange rates and period controls all read the same records and respect the same accounting boundaries.

Availability

Included on every plan

Part of

Understand and close the books

Try asking

  • Are my books closed for last quarter?

Where this earns its place

See how this feature fits a real business workflow.

Owners + bookkeepers

Give owners and bookkeepers the same paper trail

Bills, receipts and statements are read and filed as they arrive, with duplicates caught before either of you sees them.

See the use case

Finance teams + delegated spending

Know who authorised the spend, before the money leaves

Every bill waits for the people your rules name, and the record shows who agreed.

See the use case

Frequently asked questions

How does this feature work?

Set how far back the books are complete and nothing can write behind that line — not you, the assistant or an automated run. The boundary moves forward automatically instead of relying on someone to remember.

Which plan includes this feature?

Included on every plan. The pricing page shows the current plan boundary and any usage allowances.

Can I use the invoiso assistant with this workflow?

Yes. The in-app assistant can work with the records available to your plan, and it asks before it sends, deletes or sets up anything recurring. For example: “Are my books closed for last quarter?”.

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