Close Pilot: prove intercompany reconciliation on a real period

Schematic: real period → session → review → audit pack → Workspace decision.

For a multi-entity group, the best way to start is not a monthly subscription: it is a Close Pilot on a real period. Goal: turn intercompany general-ledger differences into an approved, reusable reconciliation file, without replacing the consolidation tool or the ERP.

Typical scope (2–3 weeks)

Up to about eight entities, CSV/Excel import for the target period, one reconciliation session, traced human review and audit-pack export. ERP connectors can come later: the Pilot first proves the workflow and written success criteria.

Operating sequence

Kickoff and entity mapping → GL import → matching and proposals → at least five review decisions → readout with export. Public indicative ticket: €3–6k excl. VAT one-shot, often creditable against the first annual Workspace. Request: Pilot page; full offer: Pricing.