Financial Statements Close Process

Eliminate strenuous manual monitoring while gaining a holistic control of financial close activities.

Request DemoDownload Brochure
 Financial Statements Close Process Automation Software - Financial Statements Close Process

Financial Statements Close Process Automation Software


Get a holistic control of all financial close activities to seamlessly manage the financial closure for multiple entities and corporate as a whole. Optimize the complete process and increase transparency by gaining real-time visibility and access to required information. Receive alerts and notifications to drive immediate actions or corrective steps per the business needs.

 -  - Financial Statements Close Process
Financial Statements Close Process

Multi-level Governance Structure

  • Convenient routing of guided navigation and role-based workflows
  • Auto-initiation and activities assignment using the built-in scheduler
  • Visibility into stipulated lead time, expected turn-around-time, mandatory activities, etc.

Alerts and Notifications

  • Automatic triggers and notifications to owners via email about activity initiations/closures
  • Email triggers per the escalation matrix where tasks and activities are unattended, incomplete, or overdue
Financial Statements Close Process

Comprehensive Dashboard

  • Categorization of sub-activities into “complete” or “no action required” to progress to the next sub-activity
  • Activity monitoring for quick decision-making

Activity Scheduling and Reporting

  • Daily, monthly, quarterly, yearly activities scheduler
  • Consolidated internal/external reporting (MIS/statutory)
  • Activity/sub-activities for each entity, group consolidation, and group reporting

Success Stories

7 billion documents digitized and stored - Financial Statements Close Process
7 billion documents digitized and stored
A leading South Asian life insurance company leverages the world’s largest document management system to digitize 7...
Increased automation and accessibility - Financial Statements Close Process
Increased automation and accessibility
US-based public safety department automates their inmate records management system for increased accessibility.
Document access anytime, anywhere - Financial Statements Close Process
Document access anytime, anywhere
Leading statutory authority of the Government of Australia migrates their registry system onto a single platform for...

Learn More

Whitepaper: Analyzing the Sales Pipeline to Achieve Revenue Targets

Whitepaper

Analyzing the Sales Pipeline to Achieve Revenue Targets

A sales pipeline is a reflection of the complete sales process. If the pipeline is ...

Webinar: Adapting to the New Normal with Enterprise Service Management (ESM)

Webinar

Adapting to the New Normal with Enterprise Service...

On-Demand

Listen to the webinar recording, featuring Charles Betz, Principal Analyst - Forrester, Ritesh Varma, Global ...

Whitepaper: Automating Sales Processes for Better Opportunity Conversion

Whitepaper

Automating Sales Processes for Better Opportunity...

The sales transactions between businesses are complex, requiring you to manage end-to-end processes with clockwork ...

Whitepaper:  Plugging the Lead Leakage to Optimize Your Sales Efforts

Whitepaper

Plugging the Lead Leakage to Optimize Your Sales Efforts

To stay ahead of your peers, you must focus on generating new leads and, perhaps ...