Financial Close Management

Automate your monthly close

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Mitigate Financial Reporting Risk

Reconciling accounts manually can leave your team at risk of inaccuracies and time wasted, hindering the integrity of your financial close. Have confidence in your financial reporting, alleviate audit risk, and mitigate reporting risk through the automation of the account reconciliation process.

Constant reporting errors?

Timely account reconciliation costing quality of work?

Unforeseen hurdles slowing you down?

Planful helps expedite the financial close process allowing your team to allocate their time away from data-entry errors and towards understanding company performance. From automating the account reconciliation process to providing end-to-end task management, have trust and control in your financial reporting and solve key issues before they slow you down.

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You’re in Good Company

“Planful will take our financial close and reporting process to the next level. We got up and running on Planful in 4 weeks. The path for our team to start using and getting value from the platform was really smooth and fast.”

David MarinoAssociate Vice President at Temple University

How Planful helps you

Mitigate Reporting RiskGain trust and accuracy with standardized account reconciliation and reporting, automating complex matching routines. Eliminate the risk of showing material misstatements to your key stakeholders.
Detect obstacles earlyGain visibility into upcoming obstacles in your process through end to end task management. Proactively resolve key issues before they bring your close to a halt.
Expedite financial reportingHave confidence in your reporting through trust in the automated process. Confidently analyze and report on performance to key stakeholders.

Build a Strong Reconciliation Foundation

Produce accurate and audit-ready balance sheet reconciliations through automated matching of 3rd party systems as a foundation to accurate financial reporting.

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