Klime
All routines

Close the books on time

What's still missing before you close the month, with a chase ready for each person who owes it.

Activate
When
Weekdays at 9:00, near month end

Example output

Message

3 working days left to close, 5 items open.

Blocks the close:

  • Bank reconciliation, main account: 2 unmatched payments. Lena. Chase ready
  • Accrual for the Harbor Supply contract, €4,820. Tom. Chase ready

Maybe in already:

  • Atlas Print invoice, €1,260. Tuesday's email has the PDF, but it isn't booked yet

4 chases are ready for you to review.

Customize

What it needs to know about you

  • When does the close window run?
  • Who should I draft chases for?
  • How firm should the chases get?
  • How should I rank open items?

Guardrails

What it won't do

  • Never sends a chase, books an entry, or changes your accounting.
  • Doesn't mark an item received until it can see the invoice, receipt or number.
  • Won't chase someone you already chased in the last working day.
  • Never invents an item, an owner, an amount or a deadline.
  • Shares the list and the chases with you only.

Related routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

When an email arrives
Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.

Compile a worklog

Your week's decisions, progress, and open actions, each with a source.

Fridays at 16:00
Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co