Audit engagement
Pre-Close Exception Clear-Down
A focused pass over aged invoice holds so your AP team can rank cash impact and clear the backlog before the close calendar locks.
Request this review
Who this is for
AP teams sitting on a stack of held invoices in the final week before close, when matching questions and vendor queries have piled up faster than the team can answer them.
What you get
A prioritized clear-down list: each hold tagged by reason category, estimated cash impact, and the shortest path to release or reject. We do not post payments — we make the next action obvious.
Included
- Intake of the current holds register
- Recategorization of common causes (price mismatch, missing receipt, tax field error, duplicate)
- Cash-impact ranking
- Suggested owner for each exception (buyer, warehouse, AP, vendor)
- Short written summary for the controller
Timeline
Three to five business days for mid-sized hold lists once the register is shared.
Next step
Request a clear-down with an approximate hold count.