Close and Task Management

Streamline the financial close process and gain complete visibility

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Gain visibility and control

For organisations with multiple entities required to comply with local close and group reporting requirements, maintaining full visibility and control over the financial close process can be challenging. What is the exact status of each entity, country or region — and have all close-related tasks and activities been completed accurately and on time?

Keep an accurate and timely insight

Many organisations attempt to maintain oversight of the financial close using Excel, portal solutions such as SharePoint or email, but often struggle to achieve accurate and timely insight.

Cpmview helps accounting teams gain full visibility and control over the financial close process. Manage and optimise your close with Anaplan, OneStream, CCH Tagetik, SAP or Vena — and take control of your financial close with confidence.

Talk further with one of our advisors

Find out more

Bart van Onzen

Managing Partner & CPM Advisor

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Wat are the key business benefits of our close and task management solutions?

Process Consistency in the Financial Close

with a centralised closing calendar

A centralised closing calendar keeps all stakeholders in the financial close process aligned, with clearly defined responsibilities and deadlines — from general ledger (GL) trial balances to the preparation of financial disclosures.

Control

on tasks and activities

Centrally manage accounting and finance tasks using a hierarchical task list, role-based workflows and real-time dashboards. Monitor and control period-end close activities, tax filings and other critical financial reporting processes with full visibility and accountability.

Enhance

collaboration

Integrated messaging alerts team members to upcoming deadlines and notifies managers of overdue tasks, ensuring full visibility throughout the financial close process. Messages can be updated and distributed to users in real time during the entire close cycle.

Why is cpmview a specialist in financial close and task management?

Cpmview is a partner of Anaplan, OneStream, CCH Tagetik, SAP and Vena. We deliver financial close and task management solutions tailored to different organisational sizes, levels of complexity and maturity — always with a holistic view of the end-to-end financial reporting process.

We understand how increased visibility and control over the financial close can save time, reduce costs and strengthen accountability across the organisation.

We know how visibility and control on the financial close saves time and improves accountability while saving costs.

Anaplan

CCH Tagetik

SAP

Want to know more?

Get In Touch With Us!

Damien Wiegman

Managing Partner & CPM Advisor