For Controllers
Accuracy and Control Without the Chaos
Stay in control of the close and the numbers without drowning in spreadsheets: checklist, period locking and a record of who approved what.
The Controller's Challenge
A close that eats the month.
Reconciliations, adjustments and crossing versions: the close takes days that should go to analysis.
01 · Critical Issue
Month-end close takes too long
The longer the close takes, the later the actuals arrive to compare with the plan.
- 02Manual reconciliation prone to errors
- 03Audit preparation is a nightmare
- 04Spreadsheet formulas breaking silently
- 05No single source of truth for financial data
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, per-person permissions and an approval record.
Inside OnePlan
Aurora
- Explains the month's variances with figures linked to their source; anything unverifiable is flagged as unverified.
- Explains outliers when you ask.
Reporting
Board packs and dashboards
- The close becomes the month's board pack.
- PDF or PPTX export for management and the board.
Example flow
How it works, step by step
- 01The month's actuals are imported from Excel or CSV, with row validation.
- 02The close checklist shows what is pending and who owns it.
- 03The closed period is locked.
- 04Aurora explains the variances and OnePlan generates the board pack.
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.