Questions, answered

Click Get started, then use Proto to configure Financial Close Management for your business. Set up your workflows, import your data and invite your team.

No. The system coordinates close work and evidence above your ledger. Accounting continues to own accounts, posting, reversals and actual period locks. The implementation must verify its supported connections and source mappings.

Yes. Map the recurring work to effective task templates, owners, reviewers and dependencies. Each launched period retains a snapshot, so later template changes do not silently rewrite the active close.

No. Matching balances can help preparation, but the assigned person must attest to the evidence and the required independent review and certification still apply. Missing source data must not be treated as zero.

The configured required people sign their assigned capacities against the same evidence revision. Controller and CFO signatures use separately assigned identities where required. Internal Auditor concurrence is separate from management approval.

Only after the owning ledger confirms the exact entity, period and expected revision are closed. A requested, failed or uncertain lock remains visible until resolved. Downstream handoff waits for confirmation and retained audit-pack publication.

A permitted correction requires a documented request with Controller / CFO and distinct Admin authorization. Reopening is confirmed by the ledger. Preserve the previous lock and pack, increment the close revision and repeat affected review before relocking.

No. It records the company-defined testing population, evidence and decisions. Legal applicability, management assertions and independent audit opinions remain with the responsible people and advisers.

Explicit grants identify the entity and period, with expiry and revocation. Every evidence page, attachment and export must enforce that scope, including links copied from an earlier session.

It can summarize authorized work, identify missing evidence and prepare explanations or follow-up. It acts under its own permissions and cannot impersonate a signer, bypass independent review or invent a connector outcome.

This website and its paired skills describe the authored system. Configure the application in Proto, connect authorized accounting sources and verify the required decisions and outcomes before launching it for your team.