Financial statement suite
Every report you actually run, and print ready versions of the ones you send.
Read moreClearer work, fewer loose ends
- Branded statement packs, built from a firm template.
- Author a reusable template once with default sections, filters, boilerplate copy and branding, then materialise it into a workspace pack a preparer edits and a reviewer publishes.
- Publishing renders the PDF and locks the pack read only.
- A linked period close and a period readiness check before it goes out.
Report packs
Branded statement packs, built from a firm template
Author a reusable template once with default sections, filters, boilerplate copy and branding, then materialise it into a workspace pack a preparer edits and a reviewer publishes. Publishing renders the PDF and locks the pack read only, with a linked period close and a period readiness check before it goes out. A fifteen section catalog covers cover page, contents, statements and supporting schedules.
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