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Accounting: close your books month by month

Accounting shows you how a month or quarter went and what is still missing before you can close it. Nori creates the bookings itself – from invoices, receipts and expenses.

Updated 2 Nov 2026

There is nothing to type in: every issued invoice, every filed receipt, every approved expense and every bank transaction becomes a booking automatically. Under “Accounting” you only check that the period is complete, close it and report the VAT.

The three views

  • Overview – the period with its result, the “To do” list and the VAT return. This is where you close the period.

  • Matching – the workspace where you clear open payments and receipts one item at a time. See Match payments and receipts.

  • Journal – the booking journal with every booking and the account overview.

All three views show the same period: pick August on the overview, and Matching and Journal open August too.

Reading the overview

At the top the year is drawn as a strip – every bar is one period. The colour tells you where it stands: green is filed, light green closed, red overdue (the period has ended but is still open) and grey not started yet or kept outside Nori. Click a bar to open that period, or use “View the whole year” for the year view with every month and the annual statements.

Below it you see the period's result compared with the previous period, income and spending over time, and the number of open items. The “To do” list names what still holds the close up – for example “Payments without a receipt”, “Receipts without a payment”, “Unchecked documents” or “Expenses awaiting approval”. Every item takes you straight to where you clear it.

At the bottom is the period's VAT return: output tax minus input tax is what you owe.

Before you start: set up accounting

Country and legal form decide the chart of accounts, the tax codes and the filing period. Until they are set, the overview reads “Accounting is not set up yet” – “Set up accounting” takes you to Settings → Company → Finance → Accounting. That is also where you pick the system your accountant uses (for example BMD or DATEV).

If your accountant keeps the books, the period is marked “Kept by your accountant”. The list is then called “Ready for handoff” and shows what is still missing before the handover – the close itself happens at your accountant's. How to send them everything is described in Hand off to your accountant.

Next steps

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