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.
