What a Connected Close Looks Like for a Real Finance Team
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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…
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.