Build a clearer dealership close in SharePoint
Start with your close checklist, existing Microsoft 365 setup, and the evidence your reviewers need. We help organize the process around your team, with SharePoint as the system of record.
The demo illustrates the proposed workflow. Your implementation scope, access requirements, and review responsibilities are agreed before setup.
What we can help you set up
Module and owner map
Map your monthly checklist to stores, close modules, preparers, reviewers, and follow-up items. Keep ownership visible instead of buried in email.
Evidence library structure
Define document naming and metadata for store, month, module, and status. Separate standing reference files from monthly close support.
Review handoff and training
Document how preparers attach support, reviewers record questions, and staff track follow-up. Walk your team through the agreed process.
Begin with one close workflow
Describe where the close gets stuck, how many stores are involved, and how you use Microsoft 365 today. We can review sample checklist structure, discuss a focused starting module, and agree a private implementation scope.
AuditTraq supports close organization and audit readiness. It does not provide a CPA audit, assurance opinion, or a guarantee of compliance. Your accounting team retains responsibility for accounting judgments, approvals, and access decisions.