Record to Report
A Faster Close From End to End
A slow, manual Close creates risk as much as inefficiency. We modernize your full record-to-report cycle, automating reconciliations, tightening controls, and giving your team the visibility to close with confidence every period.
How Do I Get Started?
…what we hear from clients:
- Our Close takes too long and relies on a handful of people
- Reconciliations are done manually in spreadsheets with no audit trail
- Intercompany matching is a nightmare every period end
- No real visibility into Close status
- Reporting takes a lot of effort
OUTCOMES
TRANSFORMATION SERVICES
There are multiple ways we can help you. Each is tailored to Record to Report.
- Strategy & Advisory
- Map your current close, find the bottlenecks, and design the future-state process.
- Technology Selection
- Leverage our team’s experience in Record to Report activities (Consolidations, Account Rec and Reporting) to help you define and select the right technology roadmap
- Using AI
- AI features are showing up everywhere. Our Guides help you identify what will work well in your process
- Design & Deploy
- Configure data mapping, reconciliations, intercompany, close task management, and reporting workflows
- Client Adoption
- Clients highlight the benefit of our Accounting Practitioners training the Accounting teams on process and technology—we speak the same language. This improves the knowledge transfer and adoption.
- Ongoing Assistance
- Post-launch support and help through every period end as your process evolves
TECHNOLOGIES & GUIDES
Ready to modernize your close?
Talk to our Record to Report team about what a first step looks like for your business