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Workpaper program - monthly financial close

  • 1.  Workpaper program - monthly financial close

    Posted 23 days ago
    Good Morning!

    Do any of you use a specific workpaper program to close your monthly and yearly financials.  We have a bear of an excel workbook that we use monthly that we continually have issues with.

    We would like something with more functionality and ability to link in emails, comments, external documents, etc.

    Thanks for any suggestions or ideas!

    Caroline

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    Caroline Arden
    NCACPA
    Morrisville NC
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  • 2.  RE: Workpaper program - monthly financial close

    TOP CONTRIBUTOR
    Posted 22 days ago

    You may want to look at something like Blackline. https://www.blackline.com/close-process-management

     

     

    Charles Allen

    Senior Consulting Manager | BKD

    2700 Post Oak Blvd. Suite 1500

    Houston, TX 77056

    713.499.4629 Direct

    713.494.2104 Mobile

     

    Solver badge-7829

     

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  • 3.  RE: Workpaper program - monthly financial close

    Posted 21 days ago
    We also use Blackline's task module to keep our monthly/quarterly close checklists.  We first implemented the reconciliation module with Blackline's assistance but then we were able to implement the tasks module on our own.  It's worked very well for us for the last couple of years.

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    Kimberly Lomax
    Manager, Financial Systems
    Rayonier
    Wildlight FL
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  • 4.  RE: Workpaper program - monthly financial close

    TOP CONTRIBUTOR
    Posted 20 days ago
    How about Microsoft project?

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    Bruce Strom
    Programmer Analyst
    Associated Grocers of Florida / Supervalu
    Sunrise FL
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  • 5.  RE: Workpaper program - monthly financial close

    TOP CONTRIBUTOR
    Posted 14 days ago
    Our accounting department uses FloQast.  They have been using it for a few months now and like it.  It has a simple integration with GP GL.

    https://floqast.com/

    ------------------------------
    Kerry Draper
    Business Analyst
    Taos Mountain, Inc.
    Boise ID
    ------------------------------



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