Month-End Close
An Orderly Month-End Close, From Checklist to Board Pack
Close checklist and tracking with owners, period locking and a board pack at the end. Aurora explains the month's variances.
The Close Challenge
A close that runs on reminders.
Tasks, owners and deadlines spread across emails and sheets: nobody can see at a glance what is missing.
01 · Critical Issue
The close drags on for weeks every month
Every day the close slips delays the actuals management compares with the plan.
- 02Tasks tracked in spreadsheets and emails
- 03No visibility into bottlenecks
- 04Manual reconciliations cause delays
- 05Audit requests derail the team
The Solution
There's a better way.
How OnePlan handles it
One model, one process.
OnePlan is the model; Aurora understands and explains it within each person's permissions; board packs and dashboards take the result to management.
Plan
OnePlan
- Close checklist and tracking, with an owner per task.
- Period locking at close; the close summary is rule-based.
Inside OnePlan
Aurora
- Explains the month's variances it can support, with the source of every figure.
- Anything it cannot verify is flagged as unverified.
Reporting
Board packs and dashboards
- Turns the close into the board pack.
- PDF or PPTX export and scheduled delivery.
Example flow
How it works, step by step
- 01The team imports the month's actuals from Excel or CSV, with row validation.
- 02The close checklist shows which tasks are pending and who owns each one.
- 03Aurora explains the main variances against budget.
- 04OnePlan generates the month's board pack and finance shares it with management.
Illustrative flow: the detail depends on how your model is set up.
Start from your Excel
Import from Excel and CSV with row validation. Your systems stay the source; OnePlan brings them together in one model.
See integrationsReady to Get Started?
We'll show you OnePlan applied to your case in a personalized demo.