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- Financial Consolidation
- Integrations
Integrations
Connect subsidiary ledgers, reviewed rate inputs and published financial artifacts.
- Financial Consolidation
- Subsidiary ledgers
- Period-close service
- FX sources
- Ownership and workpapers
- Document store
- Disclosure tools
- Reporting warehouse
Close inputs
- Subsidiary ledgers. Import the authorised source close, source revision, account balances and functional currency. Source GL posting remains owned by the ledger.
- Period-close service. Receive a configured period event idempotently or let the authorised manager open the period locally. An event does not certify complete inputs.
- FX sources. Preserve provider evidence and reviewed rate direction, date, type and historical basis. Manual replacements require independent review.
- Ownership and workpapers. Reconcile authorised effective ownership, acquisition and financial movement evidence; a source notification remains a proposed change until approved.
Published outputs
- Document store. Preserve immutable financial artifact sets, protected URLs and publication digests.
- Disclosure tools. Round-trip notes with the selected period and exact reviewed financial revision.
- Email. Track distribution attempts and delivery outcomes separately from a reader viewing the pack.
- Reporting warehouse. Export authorised published data with its period, currency and source revision.
How connections are governed
Configure least-privilege identities and scope before enabling feeds. Reconcile duplicate, late and unknown outcomes using stable source and command identities. A successful API request does not prove financial acceptance or publication. Integration access cannot bypass entity permissions, independent review or document publication controls.
Set up Financial Consolidation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.