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- Financial Close Management
- Implementation
How a Financial Close Management rollout works
Pilot one close with verified data, decisions and connector outcomes.
Define the close scope
Identify entities, ledger periods, calendars, source systems, required work and assigned decision capacities.
Configure the review rules
Set effective templates, dependencies, thresholds, test plans, segregation rules and exception policy. Retain reviewed configuration snapshots.
Reconcile the source data
Load complete account balances, posted journal revisions and immutable evidence. Check entity, account, currency and cutoff mappings.
Run the close pilot
Exercise tasks, reconciliation review, journal resolution, variance approval and control findings with authorized and rejected actions.
Verify final outcomes
Test sign-off, failed and uncertain lock callbacks, confirmed locks, authorized reopen and relock. Retain the actual ledger responses.
Release and monitor
Review the configured application, audit-pack generation, scoped sharing and operational support before extending to another period or entity.
What the customer provides
Provide accounting-system access, existing close checklists, account mappings, source reports, test plans, retention requirements and named decision owners. Identify who approves exceptions and how the ledger confirms a posting lock. Use synthetic or explicitly authorized pilot data for implementation testing.
Changing it afterwards
Use Proto to prepare a reviewable application change. Preserve historical source identities and certified evidence. Effective configuration changes apply prospectively; material in-cycle changes require the defined authorizations, a revised evidence basis and affected decisions again. Existing locks and audit packs remain available.
Set up Financial Close Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.