Accountant at month-end
Interrupted? Pick up where you left off
A client calls mid-reconciliation and you lose your place.
How it feels: FrustrationWhat you want instead: Unshaken
The problem
Month-end close is spread across the ledger, an emailed stock count and a folder of journals. Each interruption means finding your place again.
How Plexii handles it
Where was I on Home shows the desk you last worked on, how long ago and the last page you opened; Resume takes you back. The reconciliation Table filters to accounts that do not tie.
In short: The phone rings in the middle of a reconciliation. Afterwards, one button takes you back to the desk, the account and the page you were on.
Step-by-step guides
More on how Plexii fits this work: Accountants and finance teams.
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