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Integrations
Connect subsidiary ledgers, reviewed rate inputs and published financial artifacts.
- Close inputs
- Subsidiary ledgersin
- Period-close servicein and out
- FX sourcesin and out
- Ownership and workpapersin and out
- Published outputs
- Document storein and out
- Disclosure toolsin and out
- Emailin and out
- Reporting warehouseout
- Agents
- Your agentWorks within the permissions you assign
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.
Approval conditions
Consolidation Manager: Accept or reject SubsidiaryTrialBalances
Submitted
- STB-65330 LE-5196 0 2 d
- STB-50317 LE-4447 0 3 d
- STB-46310 LE-1481 0 in 2 d
- STB-61561 LE-3482 0 8 d
- STB-70688 LE-5954 0 8 d
STB-65330
- LegalEntity
- LE-5196
- Period
- CP-1734
- AsOfDate
- 15 Sep
- TotalDebits
- 90
- TotalCredits
- 90
Approval waits for the consolidation manager.
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.
Published
| Statement Number | Period | Statement Type | Reporting Currency | Signed By |
|---|---|---|---|---|
| CF-93473 | CP-8708 | IncomeStatement | RC-616 | FV |
| CF-63651 | CP-6102 | BalanceSheet | RC-672 | BK |
| CF-77879 | CP-5988 | CashFlowStatement | RC-560 | WZ |
| CF-90869 | CP-5157 | StatementOfEquity | RC-679 | ZM |
| CF-45203 | CP-3847 | ManagementSummary | RC-721 | HS |
| CF-92794 | CP-5501 | IncomeStatement | RC-717 | KJ |
How connections are governed
service accounts, audit, pausingConfigure 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.
The API is one more client of the same interface. Use Proto with Financial Consolidation →
# Example work after configuration
› Show the required entities still missing an accepted trial balance.
› Explain which rate or source revision changed this translation candidate.
› Trace this elimination to its reciprocal source documents and approval.
› Prepare the publication checklist for the selected complete run.