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Track Your Close, Automate Your Reconciliation, Improve Your Life | Planful


Manual reconciliation in Excel is, to put it lightly, a pain. Inefficient, uncollaborative, slow — and that scratches the surface. Learn how Planful’s task management features create newfound efficiencies for Accounting and visibility for Finance. We’ll show you how it tracks close progress while building a repeatable, highly auditable process through checklists. Next, we’ll dive into automated matching rules that focus efforts on the differences that matter and Planful’s balancer which increases confidence with audit-ready reconciliations.

About the speaker

Amrita Johal

Solutions Consultant Planful

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