Using Close Manager

Close Manager helps you define, execute, and report on the interdependent activities of a period. It provides centralized monitoring of all close process tasks and provides a visible, automated, repeatable system of record for running close processes.

You can:

  • Define the close tasks and schedule to ensure the most efficient task flow

  • Automate close management, track status, and provide notifications and alerts

  • Integrate with product tasks

  • Notify users by email for delinquencies, due dates, status changes

  • Monitor close status from a dashboard

  • Act quickly to fix errors and delays

  • Analyze the effectiveness of the close