Close Manager

Gain complete visibility into all changes and key financial close statistics to keep maximum control and transparency during the close cycle.

Simplify and Accelerate the Period-end Financial Close Process

Eliminate spreadsheets, manual processes and legacy applications with the OneStream™ Close Manager solution from the XF MarketPlace.


Process Consistency

All team members involved in the financial close process operate from a central calendar of closing tasks and milestones.

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More Visibility and Control

Management has real-time visibility into key financial close statistics and the status of key tasks.

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Enhanced Collaboration

Integrated messaging alerts team members to upcoming deadlines, and alerts managers to overdue tasks.

Key Features

Centralized Closing Calendar

Centralized closing calendar gets all users involved in the close process on the same page, with clear assignments and due dates from GL trial balances to preparation of disclosures.

  • Close Manager Schedule provides a grid with the corporate closing calendar
  • Tasks, due dates and assignments are maintained centrally
  • Eliminates reliance on departmental spreadsheets and emails

Financial Close Vital Signs

Close Manager provides Finance leaders with real-time visibility into the status of the close.

  • Close Manager Vital Signs provides real-time visibility for managers
  • Provides a snapshot of key financial close statistics
  • Tracks logins, tasks, data imports, application changes, confirmations and certifications

Integrated Messaging

Integrated messaging alerts team members to upcoming deadlines, and alerts managers to overdue tasks.

  • Close Audit Manager Messages display customizable messages to users
  • Messages can be tied to specific tasks, with date and time stamps
  • Messages can be updated and pushed to users throughout the close cycle
OneStream XF provided us with more financial intelligence, full auditability and the overall accountability we needed at a total lower total cost of ownership. James Manuel | Group Financial Controller | Lonrho

Lonrho Streamlines the Financial Close with OneStream

Learn how Lonrho eliminated their legacy financial consolidation, reporting and planning solutions by moving to OneStream. Find out how they streamlined processes and reduced their cost of ownership. Read the Case Study

OneStream makes financial close management an integrated part of the financial consolidation and reporting process.

  • Fully integrated with OneStream XF, not a disconnected 3rd party tool
  • Close Manager Schedule provides a centralized closing calendar
  • Close Manager Vital Signs provides real-time visibility into the status of closing tasks
  • Integrated messaging and notifications to users
  • Detailed logging and audit features
  • Full process transparency through workflow

Get a live demo of OneStream XF

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

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