Finance Teams
Prepare close work lists, reconciliation support, reporting drafts, and evidence packs from authorized finance records.
Start a workspace
Internal finance, controllership, and accounting teams
From the first document to the final review.
OpenTeam prepares close work list and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized ledger exports, bank statements, close checklists, and supporting schedules by source, owner, and date.
Prepare the working pack
Match supplied figures to their sources, list unresolved balances and close tasks, and prepare draft reporting for the finance owner.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Close work list
- Reconciliation review pack
- Draft finance report