Deliver a Faster Close with Connected Reporting and Reconciliation

Finance teams with modern reporting workflows are still closing the books with spreadsheet-based reconciliation processes, tracking exceptions in email, assembling audit trails after the fact, and relying on manual follow-up to know where things stand. The risks they eliminated from reporting still run unchecked at close. This two-part series tackles that gap head-on. Session 1 identifies where disconnected reconciliation is adding time, risk, and effort to your close. We’ll show you what will change when you bring reporting and reconciliation into a single, connected workflow. You’ll leave with a diagnostic framework you can apply to your own process immediately. Session 2 puts that into practice. Drawing on a real customer implementation, we walk through how one finance team moved from manual, month-end reconciliation to a continuous process with built-in oversight and audit-ready documentation, and what measurably improved as a result. This series is for you if:

• Your reporting runs well, yet your close still takes longer than it should

• Reconciliation is still happening in Excel with manual matching and exception tracking

• You lack real-time visibility into reconciliation status during the close

• Audit preparation requires assembling documentation that should already exist

• You are managing reconciliation across multiple entities, systems, or ERP environments

Whether your close takes five days or fifteen, this series will help you identify where reconciliation is holding you back, no matter what ERP you’re using, and what you can do about it starting this quarter.

Your ERP data lands on time, your stakeholders get the reports they need, and month-end numbers are no longer the fire drill they used to be. Yet somewhere between "the numbers are ready" and "the close is done," your process stalls. If you are a Controller, Accounting Manager, or close process owner who has ever thought "we fixed reporting, so why is the close still hard?" this session was built for you. In 45 minutes, you will walk away knowing:

• Why finance teams with strong reporting still lose days to their close, and the specific reconciliation issues that are almost always to blame

• How to connect the dots between your reporting outputs and your reconciliation workflows so exceptions, risk, and status are visible in one place instead of buried across spreadsheets and inboxes

• What changes when reconciliation runs continuously throughout the month instead of creating delays during close, including how to shift month-end from endless manual matching to a review and approval step

• A practical roadmap for connecting your reporting and reconciliation workflows, starting with quick wins your team can act on this quarter

This session is built around a diagnostic framework you can take away and apply directly to your own close process. We’ll show you where to start, what to prioritize, and how to build momentum. Calen Keene and Sue Maloney will take live questions throughout, so come with the challenges you've been struggling to solve.

You understand the case for connecting reporting and reconciliation. What is less clear is what that actually looks like inside a real finance operation; how the implementation works, what changes day to day, and whether it holds up when the deadlines, the complexity, and the stakeholder pressure are all real. In this session, Calen Keene walks through exactly that, drawing on a real customer implementation to show how one finance team went from a close process weighed down by manual reconciliation, spreadsheet-based matching, exception tracking over email, and limited visibility, to one where reconciliation runs continuously, exceptions surface with context, and month-end becomes a controlled review rather than a scramble. You will hear:

• Where reconciliation was consuming the most time and effort, and what made it clear that fixing reporting alone was not enough to fix the close

• What changed when the team moved reconciliation from a concentrated month-end effort to a continuous process and how that shifted the way they handled exceptions, escalations, and sign-offs day to day

• How much time teams gain back when audit preparation becomes simpler, and what they wish they had known before they started

If you are evaluating whether it is worth connecting your reporting and reconciliation workflows, or building the internal case to make it happen, this session will show you what the change looks like in practice and what it actually delivers.