Planful

Manual reconciliation in Excel is, to put it lightly, a pain. Inefficient, uncollaborative, slow — and that scratches the surface. Learn how Planful’s task management features create newfound efficiencies for Accounting and visibility for Finance. We’ll show you how it tracks close progress while building a repeatable, highly auditable process through checklists. Next, we’ll dive into automated matching rules that focus efforts on the differences that matter and Planful’s balancer which increases confidence with audit-ready reconciliations.

Amrita Johal

Solution Consultant, Planful

Watch this on-demand session from Perform24 to learn how Planful’s task management features create newfound efficiencies for Accounting and Finance. 

Track Your Close, Automate Your Reconciliation, Improve Your Life | Amrita Johal

Track Your Close, Automate Your Reconciliation | Planful 

Planful Perform24 | Planful

Perform24 is the leading industry user conference for insights to drive peak financial performance.&nbsp;This year, we’re going beyond expectations to prove that financial excellence isn’t just on the shoulders of FP&amp;A. Every function — from Marketing to HR — has a crucial role to play.&nbsp;Explore 40+ hours of groundbreaking thought leadership, industry insights, and deep dives into the Planful platform. Plus, hear from Planful customers at organizations like Chosen Foods, Insigneo, OtterBox, and more to learn how they’ve optimized FP&amp;A processes with Planful.&nbsp;&nbsp;&nbsp;

Planful Perform24

Transforming Month End: 45 Days to 4

Automate Reconciliation for Increased Accuracy

Robust Audit Features

This excerpt provides a detailed and practical example of handling financial reconciliations, highlighting the importance of accuracy, efficiency, and the analytical process, making it engaging for audiences interested in finance and accounting.

Track Your Close, Automate Your Reconciliation, Improve Your Life | Amrita Johal

Today's Guest

Amrita Johal