The same close, every month. It should build itself.
Recurring work that re-creates its next occurrence on schedule, sign-off that leaves a record because somebody will ask, and an audit log the database itself refuses to let anyone edit. Choose Financial & Accounting Services at setup and all three are queued.
Default project tabs
RAID replaces Capacity — the risk register is an audit artefact you hand over.
Projects created on day one
- Client Engagements
- Close & Reporting
- Compliance
What changes, in the hours it actually changes.
Three moments from an ordinary week. Every one of them is a thing the product does, not a thing it could be configured to do one day.
07:30 — the close is already on the board
Recurring Tasks created this month's occurrence on its own — assigned, dated and in the same order as last month. Nobody rebuilt the checklist, and nobody had to remember that it existed.
12:40 — the sign-off is evidence, not a message
Approvals routes the reconciliation to the named reviewer and records who approved what and when. Six months later, the answer to “who signed this off” is a row against the work — not a search through somebody's mailbox.
Any time — the record cannot be quietly rewritten
The Compliance Audit Logger is append-only where it counts: the database itself refuses UPDATE and DELETE on the event table, so an inconvenient row cannot be edited away by anyone, including an administrator. Export it as CSV or JSON when it is asked for.
The three that do the heavy lifting.
Choose this industry during setup and its tools are queued for you. Review the list, drop anything you don't want, and the workspace initialises with the rest already working — or install any one of them on its own, later, from the marketplace.
Recurring Tasks
Work that repeats — daily, weekly or monthly — creates its next occurrence on its own, assigned and dated, so a routine that runs twelve times a year is written once.
- Daily, weekly or monthly schedules
- The next task is created for you
- Assigned and dated on creation
- Nothing routine depends on somebody remembering
Approvals
Sign-off requested on the work itself and routed to the right approver, with a clear record of who approved what and when.
- Request sign-off from the task
- Routed to a named approver
- Who approved what, and when
- The trail sits beside the work, not in email
Compliance Audit Logger
An append-only record of decisions, approvals and access events — enforced by the database, not by a policy someone has to remember.
- The database refuses UPDATE and DELETE on the log
- Decisions, approvals and access events captured
- Export as CSV or JSON on demand
- Also available to healthcare and public-sector workspaces
How Financial & Accounting Services actually runs.
Each of these is a project in Noots — its own board, tab strip, meetings, calendar and members. They are not pre-built modules and we will not pretend they are: what the industry gives you is the right defaults around them.
These sit on top of the whole product.
- Client and committee meetings become owned action items without anyone taking minutes
- RAID is a tab on every engagement, so the risk register is an artefact you hand over
- The Policy Library holds each rule with its effective date and one authoritative text
- Checklists & SOPs turn a close procedure into a run with a tick and a name on every step
- SAML/SCIM single sign-on, two-factor authentication per person and an IP allowlist
The honest edges.
- The audit log records what happened in Noots. It is append-only and exportable, but it is not a ledger and it does not reach into your accounting system.
- Recurring work re-creates itself on the schedule you set. Noots does not know your jurisdiction's filing calendar and will never add a deadline you did not.
- Approvals record who signed off and when. That is not a qualified electronic signature.
- Noots holds no SOC 2, ISO 27001 or SOX attestation and offers no uptime SLA.
Built for the way your trade actually runs.
The ones buyers ask first.
Does the monthly close really rebuild itself?
Can an administrator edit the audit log?
Is an approval in Noots a legal signature?
What certifications does Noots hold?
Open a workspace that already knows Financial & Accounting Services.
Answer what your organisation does, review what gets installed, and start with the boards, meetings, chat and calendar already in the right shape.
Free to start · No credit card required