Finance & Accounting SOPs

Generate professional procedures for financial operations, month-end close, audit preparation, and regulatory compliance.

Finance & Accounting procedure use cases

Generate SOPs for a wide range of finance & accounting requirements:

Month-end and year-end close process

Accounts payable and receivable

Bank reconciliation procedures

Expense report review and approval

Budget preparation and review

Internal audit procedures

Revenue recognition protocols

SOX compliance documentation

Documented procedures and controls satisfy internal and external audit requirements.

Step-by-step processes with review checkpoints reduce financial reporting errors.

Internal control documentation aligned with Sarbanes-Oxley requirements.

Here's a real example of the type of SOP you can generate for finance & accounting:

Month-End Financial Close Checklist

Accounts Payable Invoice Processing

Bank Reconciliation Procedure

Expense Report Approval Process

Fixed Asset Capitalization SOP

Intercompany Transaction Reconciliation

Enter a plain-English description of the finance & accounting procedure you need.

"Create a month-end financial close checklist"

Our AI searches 10,000+ industry procedures and generates a tailored finance & accounting SOP with numbered steps and best practices.

Review the generated procedure, make any edits, and export as PDF or Word to share with your team.

WorkProcedures supports SOPs across 35 industries.

Create professional, industry-specific procedures in minutes — not hours.