Team Collaboration
Supercharge team efficiency with integrated collaboration
Keep your team in sync without meetings with instant visibility, realtime updates and integrations with your email, Slack and Teams
Instant visibility into close progress
See overall team progress and drill down into team member, subsidiary, week, folder and task type.
- Compare your progress against your target close and easily identify late tasks
- Share your dashboard with everyone on the finance team to keep them aware of close timeline
- Ensure each team member has a reasonable workload and bulk reassign tasks when necessary
Collaborate directly in CloseCore
Add review notes to tasks and automatically notify all assignees and followers.
- Keep a record of review notes, replies and resolutions in one unified system
- Add review notes to checklist tasks, reconciliations, documents and flux analysis
- Automatically send email, Slack or Teams notifications when review notes are added
Never send a status update again
CloseCore automatically notifies preparers and reviewers when tasks are ready to be completed.
- Reviewers are notified when all preparers have signed off
- All sign-offs are canceled and assignees are notified when reconciliations fall out of balance
- Spend time in meetings discussing important issues instead of updating statuses
Get notified in your workplace messaging platform
Stay on top of the close by receiving notifications on the platform where you already work with your team.
- Configure notifications to be sent through email, Slack and Teams
- Customize which platforms on which you want to receive each notification type
- Add redundancy to especially important notifications
Real-time, daily and weekly notifications
Customize a variety of notification types to suit your preferences, from real-time notifications for task statuses to weekly close progress summaries.
- Receive a daily or weekly notification with tasks due soon, due today, past due
- Get notified immediately when a task is ready for review or a review note is added
- Get notified immediately when a reconciliation falls out of balance
Ready to Transform Your Financial Close?
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