Track Your Close, Automate Your Reconciliation, Improve Your Life | Amrita Johal
This is a podcast episode titled, Track Your Close, Automate Your Reconciliation, Improve Your Life | Amrita Johal. The summary for this episode is: <p>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.</p>
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Transforming Month End: 45 Days to 4
01:51 MIN
Automate Reconciliation for Increased Accuracy
02:36 MIN
Robust Audit Features
00:49 MIN
Mastering Reconciliations: A Detailed Walkthrough
01:27 MIN
Customizable and Scalable Solution Facilitates all Needs