Monthly Close & Consolidation

Automate your close, reduce risk, and report faster


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Close the Books in Hours instead of Days

Financial close and consolidation relies on an abundance of data sets, manual processes, disconnected and complex spreadsheets, and email-driven collaboration to gather, organize, and report on data.

Mapping of multiple data sources?
Aggregating data to report on company performance?
Data scattered in disparate systems?

Planful helps expedite the financial consolidation process opening up your team to allocate their time towards understanding company performance. From automating the data load and validation process, through eliminating and adjusting data, to instantaneous reporting on data you can trust. Drive every close with automation, data integrity, and collaboration in mind.

Save weeks from your financial consolidation and reporting cycles with simpler and more accurate processes.

David Marino, Associate Vice President

“ 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.”

Save Time with Accelerated Monthly Cycles

Automate the data load and validation process to quickly establish a baseline.  Automate eliminations and recurring journal entries to arrive at consolidated reports in hours instead of days.

Empower Your Team with Flexible Reporting

Collaborate with the business through understanding the details of business performance. Slice and dice your data including performing ad hoc analysis to provide insights and enable conversations with the business.

Manage Your Data in a Single Source of Truth

Gain visibility and trust in your data through seamlessly integrating multiple charts of accounts into a single consolidated solution.

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Take Advantage of Pre-Built Financial Intelligence

Post journal entries, manage intercompany eliminations, and process account reclassifications with automation of debits and credits, MTD and YTD balances, currency types, and account properties.

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Simplify Workflows with Ease and Control

Know where you are in the close process at all times. Track progress with security and audit trails to ensure trusted access and transparency across the close process.

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Refine Complex Corporate Structures as the Business Changes

Map multiple entities to a single chart of accounts for consistent global reporting across the business. Utilize alternate hierarchies to create tailored reports on business performance.

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Be the change you want, not the change you have to deal with

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Introduction to Cloud-Based Finance Solutions

Learn how leveraging an FP&A platform can increase the value finance brings to the table.

Best Practices in Financial Consolidation & Reporting

Discover how to move beyond spreadsheets and modernize your processes.

5 Reasons to Move off of Excel for Financial Close and Consolidation

See how weeks of long hours and laborious effort can be prevented.