Investment close checklist
A control checklist to adapt to your organisation and deadlines.
Your working library.
Templates for close, business testing, programme management and AI scoping. Free registration with email confirmation.
Templates to adapt to your organisation.
Templates are available in French and English, in Excel format. They include fictional examples and usage instructions.
Investment close checklist
Accounting test matrix
Programme risks and decisions
AI use-case assessment
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Your templates
Editable Excel · Fictional examples · FR / EN
Accounting test matrix
A template connecting instruments, events, accounting frameworks and controls.
Programme risks and decisions
Risks, dependencies, decisions and owners in a structured template.
AI use-case assessment
Questions on data, human review, controls and operation.