OnePlan
    Close Management

    One-Click Financial Close in Days, Not Weeks

    Streamline your close process with automated checklists, real-time tracking, and complete audit trails for compliance.

    The Close Challenge

    Sound Familiar?

    These problems cost your team weeks every quarter. It doesn't have to be this way.

    Critical Issue

    Close takes 2-3 weeks every month

    This single problem ripples through every planning cycle, board meeting, and strategic decision your team makes.

    Tasks tracked in spreadsheets and emails

    No visibility into bottlenecks

    Manual reconciliations cause delays

    Audit requests derail the team

    Same issues repeat month after month

    The Solution

    There's a better way.

    Close Management Features

    Everything you need.
    Nothing you don't.

    Purpose-built features that replace spreadsheet chaos with clarity.

    01

    Automated Close Checklists

    Never miss a close task with smart task management.

    02

    Task Assignment & Tracking

    Assign tasks and monitor team progress in real-time.

    03

    Real-Time Status Dashboard

    See close progress at a glance across all entities.

    04

    Historical Close Analytics

    Benchmark against past closes to improve each month.

    05

    Complete Audit Trail

    Full visibility for compliance and auditor requests.

    06

    Bottleneck Detection

    Identify and resolve blockers before they delay close.

    Ready to Get Started?

    See how OnePlan can transform your FP&A processes with a personalized demo.