In short
A monthly close for an MSP is the review you do before recurring invoices go out. A good close is short, repeatable and leaves a record of what was checked and what was accepted.
01The five phases
- Prepare. Check that sources are synced and contracts are confirmed for the period.
- Reconcile. Compare contracted, delivered and invoiced for every client.
- Resolve. Decide each difference: bill what is delivered, accept it with a reason, or hold the client for next month.
- Verify. Confirm that corrections held and that coverage is real.
- Close. Sign off ready clients, lock the period and keep a snapshot.
02Checklist
- Every client is matched between PSA and accounting.
- Every billed product is mapped to a service, or marked out of scope.
- No client has an unconfirmed contract for the period.
- Every difference has a decision and a reason.
- Corrections made last month are verified.
- Exceptions are authorized and documented.
Monthly Review in Revtein
Revtein compares every contract, device count and invoice line of the month, shows which clients are ready, and keeps a record of every decision when you lock the…
See how it worksMonthly Review · November 2026
20of 30 clients ready
- Decide 12 differencesfor 10 clients · one after another
- Sign off 20 ready clientstheir invoices are safe to send
- Lock Novemberwith a record of every decision
03Three possible outcomes
Clean close: all checks pass. Closed with exceptions: exceptions are authorized and documented. Blocked: an essential condition is not met, so the month cannot be locked yet.
04Make it faster
The slowest part is usually hunting for the next blocker. Revtein's Monthly Review runs the checks first, lists the blocked clients and walks you through them one by one, in the context of the close.
