Sync data from the general ledger (GL), financial institutions that help administer plans, Treasury department, and Human Resources department into one consolidated workbook
Link data in the workbook to employee benefit financial statements. Once linked, data is always up-to-date and accurate, in every instance that information occurs.
Collaborate in Real Time
Collaborate across your team or across departments in the same document at the same time. Use directed comments and tasking to expedite input and resolve comments in short order.
Route for Review
Send the report for review and comment to accounting leadership and executive management at the same time. Comments aggregate automatically.
Distribute and Roll Forward
Send finalized report to executive management and partnering financial institutions. Roll forward for the next reporting period, maintaining links and format for the next report.