Start month-end from a draft consolidation
An agent lists the entities that have not submitted, eliminates intercompany transactions, converts currencies and drafts the group P&L and balance sheet for your finance team to review.
Where it goes wrong today.
At month-end the finance team spends its first days collecting trial balances, reformatting exports and netting intercompany balances in a spreadsheet. The analysis gets whatever time is left.
Entities submit late, and someone has to chase them
Intercompany balances are netted by hand
Currency translation sits in a spreadsheet with typed-in rates
Variance commentary is written last, in a hurry
The subsidiary consolidator flags entities with missing or late submissions, eliminates intercompany transactions, converts foreign-currency subsidiaries and prepares a group P&L and balance sheet. The financial reporter adds the movements against the prior period and marks every line that moved more than 20%. Treat the result as a draft: keep these agents at draft only, and your finance team reviews the pack before anything is reported.
Collect
Before period end, the agent checks which subsidiaries have submitted a trial balance and lists the ones that are outstanding or overdue.
Eliminate
Intercompany transactions are eliminated and minority interests adjusted.
Translate
Foreign-currency subsidiaries are converted into the group currency.
Report
The financial reporter prepares the P&L, balance sheet and cash flow statement, with a three-sentence summary and every line that moved more than 20% marked.
Review
The pack goes to your finance team. At the draft-only trust level, nothing is posted or sent without a person.
What you get.
Late entities are chased before the deadline
The team starts month-end from a draft
Large movements are marked for someone to explain
Integrations
Want to see it on a workflow like yours?
Book a 30-minute walkthrough of eClips Workforce, or look at an example of what the agent sends back first.
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Start with
one problem.
Tell us where the work gets stuck, whether it's a spreadsheet at month-end or an ISO 9001 audit on the calendar. We'll show you the product that fits, or tell you if none of ours does.
A 30-minute live walkthrough. No slides.