Automated Data Requests
Stop sending manual requests and follow-ups for data
Automate recurring email, Slack and Teams reminders to vendors and internal teams and save hours every month
Reduce missed deadlines
Prevent delays to close because of late invoices, expense reimbursements and usage reports.
- Configure requests to be sent the day the month ends or days before or after with automatic business days calculations
- Set up reminders once and spend your time elsewhere as they are automatically sent out every period
Seamless integration with your close checklist
View and manage all reminders from the same interface as your checklist.
- Attach requests directly to checklist tasks
- Filter checklist tasks associated with data requests for quick sign-off
- Quickly identify tasks that are frequently late because of slow responses to your requests
Maintain a history of all requests
Keep a record of your requests in one place and see which requests take longer or are more frequently missed.
- cc and bcc any number of recipients, including your mail archive
- Monitor request timeliness over time to pinpoint and justify process changes
Ready to Transform Your Financial Close?
Join leading companies that have increased the predictability of their accounting processes.