All templates

Automated Bitwave Crypto Month-End Close Checklist

On the last business day of each month, WebRun opens Bitwave, checks each item on your standard crypto close checklist including reconciliation status, unclassified transaction count, cost basis completeness, and gain-loss report availability, and posts a full status report to Slack showing which items are complete and which need attention before you lock the period.

Deploy this workflow Browse all templates
Runs on WebRun · Strict Lockdown policy
Last business day of each month at 9:00 AM WebRunorchestrates each step
1 Bitwave check each close item: reconciliation, unclassified, cost basis, gain-loss
2 Slack post full close status report to accounting channel
In short

How can I automate my crypto month-end close checklist in Bitwave?

WebRun runs your crypto month-end close checklist in Bitwave on the last business day of each month, checking reconciliation status, unclassified transaction count, cost basis completeness, and gain-loss report availability. It posts a full status report to Slack so your controller sees exactly what is complete and what still needs action before locking the period.

  • Month-end close runs consistently without manual checklist hunting
  • Open items flagged and linked to Bitwave the morning of close
  • Period never locked with a silent unreconciled wallet

Built for crypto controllers · Web3 finance teams · digital asset accountants · blockchain CFOs

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.bitwave.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Bitwave - check each close item: reconciliation, unclassified, cost basis, gain-loss
    bitwave.io
    WebRun in Bitwave: check each close item: reconciliation, unclassified, cost basis, gain-loss
    WebRun opens Bitwave to check each close item: reconciliation, unclassified, cost basis, gain-loss.
    • Open Bitwave Reconciliation dashboard and confirm all wallets show a reconciled status for the closing month
    • Check the unclassified transaction count and note whether it is zero or still has open items
    • Review the cost basis report to confirm no missing-acquisition-cost entries remain
    • Verify the gain-loss report is available and shows no data-quality warnings
    • Check whether the period is locked or still open in Bitwave

    Done when All five close checklist items have been read and their status noted.

  3. 2
    Slack - post full close status report to accounting channel
    slack.com
    WebRun in Slack: post full close status report to accounting channel
    WebRun opens Slack to post full close status report to accounting channel.
    • Post a month-end close status report to your accounting channel
    • Show a green or red status for each checklist item with a brief note
    • Flag any item that is not complete and include a direct Bitwave link to resolve it
    • Tag the controller or accounting lead if any item is still open

    Done when Your team has a complete close status report in Slack before the period is locked.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.bitwave.io
ScheduleRuns automatically on this cadence
Last business day of each month at 9:00 AM
DeliveryHow each run's result reaches you
Close status report · Slack
OutputWhat each run produces - A month-end close status report listing each checklist item as complete or open, with direct Bitwave links for any items requiring action.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it lock the period in Bitwave automatically?

No. WebRun checks the close status and reports it to your team, but locking the period is a deliberate finance decision left for the controller to approve and execute in Bitwave.

Can I customize which checklist items it checks?

Yes. Tell WebRun which Bitwave screens and statuses belong in your standard close process and it will check exactly those items each month.

What if some wallets are still unreconciled at close time?

WebRun lists every unreconciled wallet in the Slack report with a direct link and tags the accounting lead so the gap gets resolved before the period is locked.

Keep going

Related templates

Automated Bitwave Audit Trail Completeness Check
Every week, WebRun opens Bitwave, checks that every transaction in the audit window has a classification, a source, and an immutable transaction ID, and posts a completeness report to Slack so your team can fill any gaps before the auditors arrive.
Bitwave›Slack
Automated Bitwave Cost Basis Exception Flags
Every week, WebRun opens Bitwave, scans your cost basis calculations for missing lots, zero-cost entries, and method inconsistencies, and posts a prioritized exception list to Slack so your team can resolve issues before the reporting period closes.
Bitwave›Slack
Automated Bitwave DeFi Position Review Queue
Every week, WebRun opens Bitwave, reads your open DeFi positions including liquidity pool deposits, staking rewards, and yield farming balances, and posts a structured review queue to Airtable so your accounting team can classify new activity and flag positions that need impairment review.
Bitwave›Airtable

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.

Deploy this workflow Talk to us