Functional Area · Close & Consolidation

Financial close & consolidation.

Faster close, cleaner consolidation, and management accounts your leadership can trust — designed across Workday Adaptive Planning, OneStream, and Oracle EPM Cloud.

What we deliver
Financial consolidation across entities, currencies, and intercompany eliminations
Close management — task tracking, journal entries, and sign-off workflows
Account reconciliation and variance resolution at period end
Management accounts and board packs connected directly to your EPM data
Consolidation architecture designed for reorgs, acquisitions, and multi-entity growth
How we work

A clear process. No surprises.

01

Map your close process

We document your current close and consolidation process — entities, currencies, intercompany flows, and where the manual effort is.

02

Design the consolidation architecture

Consolidation rules, dimension design, and elimination logic designed before any configuration begins.

03

Deliver and reduce close time

Implemented, reconciled, and handed over — with measurable reduction in manual close effort.

Our approach

Financial close and consolidation is the process where the quality of your EPM architecture becomes visible every month. A well-designed consolidation system closes faster, requires fewer manual adjustments, and produces management accounts that finance and the board trust without qualification.

The architecture decisions that determine close quality — entity structure, intercompany elimination design, currency translation approach, account reconciliation — are made once and are expensive to change. We design these up front, with consolidation scenarios tested against your actual entity structure before any platform configuration begins.

We have delivered close and consolidation architecture on OneStream and Oracle EPM Cloud, and we connect close processes to Workday Adaptive Planning actuals where organisations run both planning and consolidation in the Workday ecosystem. The cross-platform experience means we can design consolidation architecture that serves the whole finance function, not just the consolidation tool.

Related services

Ready to talk about your planning architecture?

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Let’s talk about your financial close and consolidation.

We’ll assess your current environment and give you an honest view of what needs to change — and how to get there.