Sync financial data from the general ledger (GL) to the quarterly financial workbook, and gather data that exists outside the GL with Data Collection.
Link data in the workbook to your quarterly financial report. Tables, narrative, and charts are always up-to-date and accurate. Linking ensures consistency and eliminates manual work as data changes throughout the period.
Work with your team in the same document at the same time without version control issues. Use directed comments and tasking to request input and updates in real-time.
Comprehensive audit trail captures every change.
Send the report for review and commenting. Comments automatically aggregate in a single document. Track changes and blacklines provide customized control and review.
Distribute the report to executives and investors. The document is viewable via desktop or mobile.
Roll forward the documents every quarter—archiving previous reports
while maintaining links and data integrity.