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🗂️ Portfolio project · Finance Operations

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The problem

Finance managers at mid-size companies close the month across 5 workstreams — AR, AP, Bank, Payroll, and Ledger — using a mix of ERP exports, Excel sheets, and email threads. There is no single place to see what is done, what is stuck, and who owns what. Close takes 3–5 days. The CFO has no visibility until the finance manager surfaces.

What I built

CloseMate is a self-contained, browser-based month-end close tracker — no login, no setup, no backend. Built in HTML/JS in under 5 hours. It has four modules: a live close dashboard, a categorised task checklist with owner and status tracking, a reconciliation tracker with variance flags, and an issues log with escalation paths.

5 hrs

Time to ship

4

Core modules

0

Dependencies

Live Demo

https://poonammuley97.github.io/poonammuley.github.io/

Case Study

How I identified the problem, what I built, and the key decisions I made along the way.

• The problem I set out to solve
• Who I built this for
• What I built - the 4 modules
• Key Product decisions and why
• Outcome and portfolio signal
• What I learned

GTM Playbook

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If I were taking CloseMate to market — how I'd get from 0 to 200 users with no budget and no team.

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