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FinanceBeginner✓ Release process: run on a live n8n instance

CloseRunner: Month-End Close Orchestrator

CloseRunner: Month-End Close Orchestrator ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Stop re-dating your close checklist by hand: CloseRunner clones it into each new period with due dates rolled forward, chases stragglers in Slack, and emails the controller a live status recap.

  • Open each new close period automatically on the business day you choose, with every task cloned from your template
  • Roll due dates forward by business day so nobody re-dates a checklist row again
  • Nudge each task owner in Slack about their own overdue and due-soon items, at most once a day
  • Email the controller a daily recap with completion percentage, the overdue list and progress by owner
  • Track how many business days each close actually took, so you can see the trend shrink
  • Skip weekends and your own holiday dates when counting business days and setting deadlines
  • Run the whole close from the Google Sheet your team already uses — no close-management subscription
Google SheetsSlackSMTP
n8n / workflow / month-end-close-orchestratorActual workflow — not a mockup
Daily Close Sweep — Schedule TriggerDaily Close SweepSCHEDULE TRIGGERConfig — SetConfigSETFetch Close Template — Google SheetsFetch Close Templa…GOOGLE SHEETSCollapse Template — CodeCollapse TemplateCODEFetch Close Tasks — Google SheetsFetch Close TasksGOOGLE SHEETSClose Engine — CodeClose EngineCODENew Period Due? — IFNew Period Due?IFBuild Period Tasks — CodeBuild Period TasksCODEAppend Cloned Tasks — Google SheetsAppend Cloned TasksGOOGLE SHEETSRecord Period Opened — CodeRecord Period Open…CODEOwners To Nudge? — IFOwners To Nudge?IFSplit Owner Reminders — CodeSplit Owner Remind…CODENudge Owner in Slack — SlackNudge Owner in Sla…SLACKMark Owners Reminded — CodeMark Owners Remind…CODEStatus Recap Due? — IFStatus Recap Due?IFBuild Close Status — CodeBuild Close StatusCODEEmail Controller Recap — Send EmailEmail Controller R…SEND EMAILRecord Recap Sent — CodeRecord Recap SentCODE
18 nodes · 17 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
One-time
$17
~10 min
setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment
Refund as per the Refund Policy for downloadable templates.
Email Support · 24h SLA
Lifetime updates
APIs required
Google SheetsSlackSMTP
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How it works

Workflow summary

One workflow handles everything end-to-end.

  1. 1Runs every morning on a schedule in your timezone
  2. 2Reads your reusable close checklist template and the live task log from Google Sheets
  3. 3On the first business day of the month, opens the new close period by cloning every checklist task with its due date rolled forward
  4. 4Works out which tasks are due soon or already overdue and who owns them
  5. 5Sends each owner one Slack nudge listing only their open items, at most once a day
  6. 6Emails the controller a status recap with completion percentage, the overdue list, progress by owner, and how long the last three closes took
Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

  • 01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
  • 02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
  • 03Credential checklist for Google Sheets, Slack, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
  • 04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
  • 05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Finance templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

01

Import the workflow into n8n

02

Paste your API keys into the credentials panel

03

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support
Replies within 24 hours (SLA)
Contact
Setup Service4 tiers — your choice
Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.
Book setup
FAQ

About this template

How long does it take to set up CloseRunner: Month-End Close Orchestrator?
Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.
What if I get stuck?
Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.
Do I need to pay for Google Sheets?
API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.
Can I customize the workflow?
Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.
What if it doesn’t work for me?
Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.

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