Business

Month end close without the spreadsheet marathon

Pistacio is month end close software that builds the close from the data your team already produces: tracked time, invoices, expenses and project budgets flow into one monthly review. Revenue, costs, margin per project, utilization per person and budget versus actual are visible at a glance, and the DATEV export hands the numbers to your tax advisor without re-typing.

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02:14:08

Acme Redesign · Design QA

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01

Month close without the spreadsheet marathon

The month end close usually fails at collection, not at judgment: hours in one tool, receipts in another, invoices in a third, and someone assembling it all on the last evening of the month. In Pistacio, time entries, expenses, travel costs and invoices already live in the same workspace, so the monthly review is mostly done when you open it. You check open time entries and pending approvals, resolve them directly from the report, and close the month with a short review instead of a weekend.

02

Revenue, costs and margin per project and client

The monthly review shows billed revenue, paid amounts and open items next to the costs behind them. Because every billable hour knows its project, client and rate, margin is not an estimate you rebuild in a spreadsheet but a number the workspace already has. You see which engagements paid off this month and which quietly consumed more than they earned, broken down per project and per client. That is the difference between reading your business monthly and reconstructing it quarterly.

03

Utilization per person at a glance

Utilization answers the question every ops lead asks at month end: how much of the team's capacity was billable, and where did the rest go. The review breaks down billable and non-billable hours per person, alongside approved periods and anything still unsubmitted. You spot the person consistently over capacity before it becomes burnout, and the project absorbing internal hours before it becomes a write-off. The numbers come from daily time tracking, so they reflect the month as it actually happened.

04

Budget versus actual, always current

Project budgets in Pistacio are measured against logged hours and costs continuously, not reconstructed at the end. The monthly review shows budget burn per project: which projects are on track, which have overrun, and how much room remains. Because the comparison runs on live data, you can renegotiate scope or shift capacity while the project is still running instead of discovering the loss after the final invoice. The close confirms numbers you have already been watching, rather than surprising you with them.

05

DATEV export and the tax advisor handoff

Month end ends with the handoff, and that is where most tools stop. Pistacio produces a DATEV-compatible export of your invoicing and booking data that your tax advisor reads straight into their DATEV software, plus PDF and CSV exports of the review itself for your own records. The numbers they receive are the numbers your projects produced, because nothing was re-entered along the way. Made in Germany, hosted in the EU, built for German accounting reality.

Bring your operations into one place.

Start a 6-week Growth or Business trial, or see Pistacio live.