Fast Close Manager screenshots, improve your cashflow and have a great ROI

Fast Close Manager Screenshots

Examples of an efficient closing and reporting process

What is Fast Close?

Fast Close is “getting the financial statements in 5

days or less at the stakeholders desk”

Fast close is the reward for a well structured

and organized Finance organization

The result of Fast Close is a fast, reliable and less expensive set of financial statements

We have created Fast Close Manager

To facilitate and monitor the financial closing process in an easy and well documented way,

So that anyone can benefit from our experience

What is Fast Close Manager?

All finance processes are stored in a master task repository

called

Company Master tasks

Hw do you control your finance processes with Fast Close Manager?

Task management in FastCloseManager

DAILY OPERATIONCompany Tasks = actuals vs budget

ANALYSIS AND REPORTSProgress and performance, audit trail

Incidental updates – Dashboard and

alerts

Task completion,

audit and review tasks

Task repository

Permanent changes

Start Process

MonitorProgress and performance

SET UPMASTER TASKS

5 processes: Closing, Forecast, Budget, PBC, External reporting

Task management in FastCloseManager• 5 processes: Closing, Forecast, Budget, PBC, External reporting

Task management in FastCloseManager• Master tasks - detail

Task management in FastCloseManager• Progress , status in 1 view

Deploy a new set of tasks for period end closing, quarterly reporting, annual

closing, budget or forecast are started

from the Master tasks set

Task management in FastCloseManager• Start a new process

Task management in FastCloseManager• Actual tasks, process is started

Task management in FastCloseManager• Task completion

Task management in FastCloseManager• Auditing tasks

Task management in FastCloseManager• Holding – detailed information on task status

Document management with metadata

How does document management work in Fast Close Manager?

Aggregate data at the holding:

Every holding is different. It is optional.

It can look as:

Can I see al documents on holding level?

Document management in FastCloseManager• Holding – documents per company

Document management in FastCloseManager• Entity – financial documents

Document management in FastCloseManager• Entity – auditor’s findings

Document management in FastCloseManager• Termstore – the power of Metadata

Document management in FastCloseManager• Termstore – the power of Metadata - 2

Document management in FastCloseManager• Termstore – the power of Metadata - 3

Balance files contain these options• Copy documents from• Period to period, forecast or budget• Central library and libraries for auditors and stakeholders• Dynamic filters• Find without search for documents

What makes Fast Close Manager unique?

Document management in FastCloseManager• Features

• Select documents

• Selct you copy action

Help is available

FastCloseManager – how toIntegrated help function

Connect with our Fast Close expert André Salomons• Author of the book

• From Slow Close to Fast Close

• Public speaker about Fast Close and SharePoint• Blogger for various publishers• Contact him at (00)31-6251016829 (C.E.T.) for further

information on • Fast Close deployment, • Fast Close courses, • Fast Close books, • Fast Close projects etc.

• Read his publications / blogs on: http://andresalomons.nl/top/

• Visit: http://www.fastclosemanager.com

A digital workplace for financials

Registered tradename - Financial Suite®

http://andresalomons.nl

Financial Suite® digital workplace

Office 365 CloudOn premises

http://andresalomons.nl

Fast Close tool

Fast Close – Holding proces

Financial Suite® digital workplace