Finance-Owned Close & Disclosure: Break Free from IT Dependency

Your finance team shouldn’t need IT tickets, consultants, or hours of copy-paste work just to get from consolidated numbers to filed disclosures. Yet that’s the reality for many organizations - especially after acquisitions, ERP changes, or when the “one person who knows the system” is unavailable. In this interactive session with Cortell, we’ll demonstrate how finance teams are eliminating the manual handoffs, version conflicts, and reconciliation chaos that slow down every close cycle. We will discuss how to:

• Close the books without IT dependency, make configuration changes, add new entities, and adjust account mappings yourself, in minutes

• Handle multi-regulatory, multi-jurisdiction complexity, see dynamic mapping across different charts of accounts from acquisitions

• Eliminate "cutting and pasting" between consolidation and disclosure, watch figures flow automatically from close through to your annual report

• Produce disclosure documents in Tools you use everyday (or Office ecosystem), not from scratch, experience Microsoft Office integration that keeps your team in familiar tools while maintaining a single source of truth

• Give auditors exactly what they need, drill from any disclosure figure back through consolidation to the source transaction

• Roll forward your entire annual report in clicks, not weeks, period rollover that preserves XBRL tags, prior year comparatives, and commentary structure

If you’re tired of annual reports that take weeks of manual assembly, worried about single-person dependency, or facing your next close with the same disconnected tools - join us to see what a unified Close-to-Disclose process should look like.