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

Identify the entity, ledger, period, close calendar and source balance population. Bring the existing checklist and name the people responsible for preparation, review and final decisions. Agree which evidence the first pilot must retain.

Use the canonical Financial Close Management specification and paired app skill. Set assignments, effective templates, thresholds and connector mappings. Validate the source population and test a normal close alongside rejected actions, missing evidence and failed or uncertain ledger callbacks.

Review the configured application and its runtime evidence before release. Confirm the actual ledger lock, preserved audit pack, authorized reopen route and scoped auditor access. Then extend the reviewed setup to the next period or entity, retaining the earlier evidence and implementation decisions.