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  1. Financial Close Management
  2. Integrations
Reference

Integrations

Connect the close to its accounting sources and verified ledger outcomes.

  • Financial Close Management
  • General ledger
  • Subledgers
  • Evidence storage
  • Audit sharing
  • Ledger lock and reopening
  • Consolidation handoff
  • Notifications and reporting

Accounting sources

  • General ledger. Read period identity, immutable posted journal revisions and complete reconciled trial balances. Accounting owns posting, reversals and actual lock enforcement.
  • Subledgers. Import scoped comparison balances from receivables, payables, payroll, inventory and fixed assets using retained batches, currency and cutoffs.

Evidence and access

  • Evidence storage. Retain immutable object versions and hashes. A permanent-looking URL alone does not freeze its contents.
  • Audit sharing. Evaluate active external auditor grants on every page, file and export. Restrict linked identities and control records to the granted evidence population.

Confirmed outcomes

  • Ledger lock and reopening. Send the expected source revision and stable request key; authenticate and reconcile the exact returned entity, period and state. Check uncertain outcomes before retrying.
  • Consolidation handoff. Publish the confirmed-lock event after successful ledger confirmation and immutable audit-pack publication. A created request row is not a completed close.
  • Notifications and reporting. Send assigned-work reminders and scope-appropriate exports without impersonating a signer or completing the accounting work.

How connections are governed

Agree connector support and ownership during implementation. Validate mappings, authentication, scopes and reconciliation outcomes before enabling automation. Preserve errors and retries as visible work. The website describes the intended integration contract; actual connector availability and acceptance require runtime verification.

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