Financial Close
Close Checklist Management
Centralize and automate your month-end close with intelligent workflows, track dependencies, route approvals, and gain real-time visibility.
Financial Close
Centralize and automate your month-end close with intelligent workflows, track dependencies, route approvals, and gain real-time visibility.
Task level audit log and Journal level audit log. Segregation of duty with role based tasks (preparers, reviewers, approvers), agent audit control.
Automatically trigger and assign close tasks based on predefined schedules, financial periods, and sequential dependencies to eliminate manual tracking.
Streamline the review process by routing tasks through multi-level approval hierarchies with automated notifications, reminders, and escalations for delayed items.
Gain comprehensive oversight with live dashboards that track task completion status, identify bottlenecks, and monitor overall close progress across all legal entities.
Seamlessly connect with your ERPs and financial systems to automatically verify system-driven tasks, updating checklist statuses in real-time without manual intervention.
