From Spreadsheets to Structured Control: Automating the Financial Close for Unit4 Organisations
From Spreadsheets to Structured Control: Automating the Financial Close for Unit4 Organisations
Many finance teams still rely on spreadsheets to manage reconciliations, intercompany balances and month-end close activities.
While Unit4 provides a strong foundation, the financial close process itself is often coordinated offline — creating manual effort, limited visibility and audit risk.
In this session, together with Trintech, we will explore how finance teams can move from spreadsheet-driven processes to a structured, system-controlled close environment.
In this session, we explore:
- The common control gaps in spreadsheet-based close processes
- How to bring structure and accountability to reconciliations
- Automating matching across multiple data sources (Unit4, banks, treasury, payroll, expenses, intercompany etc.)
- Achieving real-time visibility of close status across entities
- Strengthening audit readiness with embedded documentation and full traceability
Watch this webinar recording to see how Unit4 organisations can modernise their financial close, reduce manual workload, and gain greater control and confidence in their numbers.
Trintech Partner
Trintech software fulfils the need of finance professionals to help streamline high-volume transactions and GL account reconciliation, manage their journal entry process, speed up their month-end close, and ensure regulatory and other compliance efforts.
Modern Finance Made Simple: The Case for Moving Beyond Legacy Systems
Modern Finance Made Simple: The Case for Moving Beyond Legacy Systems
Stuck on a legacy finance system?
In 30 minutes, experts from Xledger and Millennium Consulting explore the real barriers holding finance teams back – from perceived risk and complex integrations to data integrity and change fatigue. They also reveal the opportunity cost of delaying cloud adoption, including missed automation gains, reduced real time visibility and diminished operational resilience.
In this session, we explore:
- Why cloud transitions often stall and practical ways to remove the most common obstacles.
- What you’re missing by not being on cloud, from improved scalability to stronger financial oversight.
- How AI and automation are being applied in real finance environments.
- A structured, low-risk roadmap to modernise finance in phases and create sustainable progress.
This session provides actionable guidance, with insights on pitfalls of legacy systems, opportunities with AI and automation and proven approaches from the field.
Xledger
Xledger Partner
As an Xledger partner, we help mid-market clients implement a cloud-based, automated finance solution that delivers insights and drives growth. We prioritise client goals, creating future proof strategies that boost efficiency and support long-term success.
Modern Finance Made Simple: The Case for Moving Beyond Legacy Systems
Modern Finance Made Simple: The Case for Moving Beyond Legacy Systems
Stuck on a legacy finance system?
In 30 minutes, experts from Xledger and Millennium Consulting explore the real barriers holding finance teams back – from perceived risk and complex integrations to data integrity and change fatigue. They also reveal the opportunity cost of delaying cloud adoption, including missed automation gains, reduced real time visibility and diminished operational resilience.
In this session, we explore:
- Why cloud transitions often stall and practical ways to remove the most common obstacles.
- What you’re missing by not being on cloud, from improved scalability to stronger financial oversight.
- How AI and automation are being applied in real finance environments.
- A structured, low-risk roadmap to modernise finance in phases and create sustainable progress.
This session provides actionable guidance, with insights on pitfalls of legacy systems, opportunities with AI and automation and proven approaches from the field.
Xledger
Xledger Partner
As an Xledger partner, we help mid-market clients implement a cloud-based, automated finance solution that delivers insights and drives growth. We prioritise client goals, creating future proof strategies that boost efficiency and support long-term success.
Millennium Unit4 Financials Conference Programme
Event Programme
Millennium Unit4 Financials by Coda Conference
Use this programme to view the upcoming presentations. In addition, it can be used as a quick reference point on the day.
Get in touch
From the latest version of Unit4 Financials by Coda to the modules and add-ons that streamline your processes, we are the experts in helping you deliver Finance Transformation.
We are an Elite Unit4 partner and a leading reseller around the world. That means we have the knowledge and experience to design, implement and support the correct Financials solution for your business.
Millennium Unit4 Financials Consultancy, Development & Support brochure
Unit4 Financials Consultancy, Development & Support brochure
Millennium Unit4 Financials Consultancy, Development & Support brochure
Discover the latest Unit4 Financials releases
Contact us for further details
From the latest version of Unit4 Financials to the modules and add-ons that streamline your processes, we are the experts in helping you deliver finance transformation, talk to our experts today.
Finance Transformation in focus 2021
Finance Transformation in focus: how to deliver added value in 2021
To deal with the continuing COVID-19 fallout, the pressure is on CFOs to shape business strategies for survival, stabilisation and recovery.
So, are businesses equipped to handle what lies ahead? A year ago, strategic transformation of the finance department was something to aspire to; in 2021, it is business-critical.
