Dealership Month-End Close, Organized in SharePoint
AuditTraq turns Excel-based close trackers, shared folders, Microsoft 365, and SharePoint into a structured dealership month-end close portal for checklists, templates, evidence organization, module review, signoffs, and tie-out-ready workpapers.
Structure for the close, not a replacement for SharePoint
BookTraq modernizes dealership accounting workflows. AuditTraq turns existing Microsoft 365/SharePoint into a structured month-end close portal.
Sample dealership close materials
Request sample month-end close checklists, controller templates, and a short product walkthrough to evaluate the structure before a consulting conversation.
Evidence organized by module
Bank recs, inventory support, receivables, payables, and review notes can be organized by store, month, module, owner, status, and document type.
Tie-out-ready and Copilot-ready
Consistent naming, metadata, and module status make close evidence easier to review, search, summarize, and prepare for controller or CFO review.
A practical month-end close portal for dealership teams
AuditTraq is designed for controllers, office managers, CFOs, and accounting consultants who need visibility into close tasks without forcing a new system of record.
Module checklists
- Cash and floor plan
- Inventory and vehicles
- Receivables and payables
- Department review and GL support
Review workflow
- Preparer and reviewer signoffs
- Status by month and module
- Review notes and follow-up items
- Close package evidence tracking
Microsoft 365 structure
- SharePoint document libraries
- Metadata for month, module, and status
- Searchable evidence organization
- Copilot-ready folder and data conventions