Financial Operations Checklist

Keep your organization’s finances clean, compliant, and audit-ready with a structured Financial Operations Checklist built in Planner

Overview

• Built in Microsoft Planner to visualize and manage all financial tasks across close cycles
• Covers key finance functions: reconciliations, reporting, approvals, and audits
• Create recurring tasks for activities that happen weekly, monthly, quarterly, or annually
• Use buckets to group tasks by process stage (Month-End, Quarter-End, Year-End)
• Assign owners, due dates, and monitor progress in one shared dashboard
• Link supporting files and documentation directly from SharePoint or OneDrive
• Integrates with Microsoft Teams for real-time collaboration and status updates

Benefits

• Brings structure and visibility to recurring finance and accounting processes
• Ensures every reconciliation, report, and approval step is completed on time
• Reduces manual tracking and email follow-ups across the finance team
• Simplifies recurring financial cycles with automated Planner task reminders
• Makes audit prep and compliance reporting effortless with built-in transparency
• 100% out of the box with Microsoft 365 – no custom tools or add-ons required

Built With

Planner

Features