Year-End Close
Year-end without the scramble.
Common pain points.
The recurring issues we see in this function — on every client, in every region.
Year-end is a different process to month-end
Audit requests are ad-hoc and stressful
Adjustments land in the last week
Consolidation complexity spikes at year-end
Key capabilities.
Configurable, composable, and consistent — built into the Record-to-Report platform.
Year-end task plan
Structured plan with owners, evidence, and controls.
Audit PBC orchestration
Auditor requests received, tracked, fulfilled — on a portal.
Statutory adjustments
Stat vs. management differences handled with traceability.
Group finalization
Consolidation packs and notes ready for stat sign-off.
What this unlocks.
Directional outcomes observed in operating deployments. Magnitude depends on workflow maturity, process design, data quality, automation scope, and user adoption.
Predictable year-end
Same rhythm as month-end — just wider in scope.
Shorter audit cycle
Evidence ready, requests fulfilled at pace.
Board confidence
Statutory numbers land on schedule, documented end-to-end.
Agents draft PBC responses from existing evidence, flag audit risks from anomalies in the ledger, and surface statutory vs. management differences for review.
Works best alongside.
Deepen coverage across the Record-to-Report value stream.
Month-End Close
Month-end close automation — task orchestration, auto-reconciliations (bank, AP, AR, GL, intercompany), journal workflow, and close analytics.
Consolidation
Multi-entity, multi-currency financial consolidation — chart-of-accounts mapping, intercompany elimination, FX translation, and group reporting packs.
Provisions & Accruals
Policy-driven provisions and accruals — recurring templates, evidence chains, and automated reversal when actuals arrive.
See the platform
work on your numbers.
Start with a 20-minute walkthrough, or model the value yourself with our Finance Transformation Value Assessment.