SlideShare a Scribd company logo
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 OPERATION
Company Tasks =
actuals vs budget
ANALYSIS AND REPORTS
Progress and performance, audit trail
Incidental
updates –
Dashboard and
alerts
Task
completion,
audit and
review tasks
Task
repository
Permanent
changes
Start
Process
Monitor
Progress and
performance
SET UP
MASTER 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?
Fast Close Manager screenshots, improve your cashflow and have a great ROI
Fast Close Manager screenshots, improve your cashflow and have a great ROI
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 to
Integrated 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 Cloud
On premises
http://andresalomons.nl
Fast Close
tool
Fast Close – Holding proces
Financial Suite® digital workplace

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

  • 1. Fast Close Manager Screenshots Examples of an efficient closing and reporting process
  • 2. 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
  • 3. 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?
  • 4. 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?
  • 5. Task management in FastCloseManager DAILY OPERATION Company Tasks = actuals vs budget ANALYSIS AND REPORTS Progress and performance, audit trail Incidental updates – Dashboard and alerts Task completion, audit and review tasks Task repository Permanent changes Start Process Monitor Progress and performance SET UP MASTER TASKS 5 processes: Closing, Forecast, Budget, PBC, External reporting
  • 6. Task management in FastCloseManager • 5 processes: Closing, Forecast, Budget, PBC, External reporting
  • 7. Task management in FastCloseManager • Master tasks - detail
  • 8. Task management in FastCloseManager • Progress , status in 1 view
  • 9. Deploy a new set of tasks for period end closing, quarterly reporting, annual closing, budget or forecast are started from the Master tasks set
  • 10. Task management in FastCloseManager • Start a new process
  • 11. Task management in FastCloseManager • Actual tasks, process is started
  • 12. Task management in FastCloseManager • Task completion
  • 13. Task management in FastCloseManager • Auditing tasks
  • 14. Task management in FastCloseManager • Holding – detailed information on task status
  • 15. Document management with metadata How does document management work in Fast Close Manager?
  • 18. Aggregate data at the holding: Every holding is different. It is optional. It can look as: Can I see al documents on holding level?
  • 19. Document management in FastCloseManager • Holding – documents per company
  • 20. Document management in FastCloseManager • Entity – financial documents
  • 21. Document management in FastCloseManager • Entity – auditor’s findings
  • 22. Document management in FastCloseManager • Termstore – the power of Metadata
  • 23. Document management in FastCloseManager • Termstore – the power of Metadata - 2
  • 24. Document management in FastCloseManager • Termstore – the power of Metadata - 3
  • 25. 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?
  • 26. Document management in FastCloseManager • Features • Select documents • Selct you copy action
  • 28. FastCloseManager – how to Integrated help function
  • 29. 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
  • 30. A digital workplace for financials Registered tradename - Financial Suite®
  • 31. http://andresalomons.nl Financial Suite® digital workplace Office 365 Cloud On premises