Dealership Month-End Close Software for SharePoint
AuditTraq structures month-end close work where dealership accounting teams already work: Microsoft 365 and SharePoint. It organizes tasks, evidence, signoffs, and review status without moving SharePoint out of its system-of-record role.
Close status in one place
Track module readiness, evidence, reviewer notes, and signoffs by month rather than relying on scattered files and manual follow-up.
Designed for dealership accounting
Organize common dealership close areas such as cash, floor plan, inventory, receivables, payables, departments, payroll, fixed assets, accruals, and GL review.
Implementation conversation first
The goal is to understand your close process and provide useful samples before defining a private implementation scope.
What close management should cover
A practical dealership close portal should make ownership, evidence, review, and status visible without overstating automation.
Module checklist design
- Named owners and reviewers
- Standard evidence expected for each module
- Status fields for prepared, reviewed, approved, and rework
- Month and store context for multi-rooftop groups
Evidence organization
- Document libraries by module or close package
- Metadata for month, store, department, and document type
- Consistent naming for workpapers
- Searchable support for audit and management review
Signoff and review
- Preparer certification
- Reviewer approval or change request
- Follow-up notes kept with the month
- A visible close status dashboard
Why AuditTraq runs inside SharePoint
AuditTraq is positioned for teams that already use Microsoft 365 and want accounting structure rather than another isolated repository.
SharePoint as system of record
- Files remain in Microsoft 365
- Permissions can align to existing security model
- Version history and search remain available
- Teams can work from familiar Microsoft tools
Tie-out-ready setup
- Templates reinforce complete support
- Metadata makes evidence easier to compare
- Review notes stay near workpapers
- Close package can be traced by module
Conservative software role
- No replacement for the DMS or ERP
- No claim that all close work is automated
- Designed to organize, standardize, and review
- Works with consulting setup where needed