Skip to main content
DynaTax AI

Close a period, and mean it

A closed period stays closed until someone decides otherwise.

Included in: Every paid plan

Lock a finished month or year so nothing changes behind you — and reopen it deliberately when it must.

Sequential by design

Periods close in order, so you cannot close December while October is still open.

Reopening cascades

Reopening an earlier period reopens the ones after it, because a change back there changes everything downstream.

On every paid plan

Closing the books is the last step of the accounting cycle, not an upgrade. Every paid plan can complete the cycle.

How it works

  1. 1

    Run the pre-close checks

    See what is unreconciled, uncategorized or unbalanced before you lock anything.

  2. 2

    Close the period

    The month or year locks; entries in it can no longer be changed by accident.

  3. 3

    Reopen deliberately if you must

    Reopening is a decision with a reason attached, and it cascades to later periods.

Close the books questions

Because a change in an earlier period changes every balance carried forward from it. Cascading is the honest behaviour.
Yes. It is the last step of the accounting cycle, so no paid plan is without it.

Try close the books free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.