Record to Report Insights

Insights into improving financial processes, including reconciliation, journal entries, close tasks, governance, compliance and more.

Resources

Health Checking the Financial Close

Discover a few key steps to take after transforming your Record to Report process with technology. By following the advice in this post-implementation eBook, you will ensure you’re meeting your initial project objectives and implementing a strategy for continuous improvement.

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Enabling Record to Report Transformation through Technology

Designed to help Finance organizations – whether corporate, shared services, or BPO – to start to address the ‘How’ and help build a roadmap to transformation to deliver costs savings, reduce risks, improve visibility, promote a faster close and improve resource optimization.

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The Business Case for an Automated R2R Solution

A leading research firm focused on Total Cost of Ownership (TCO) and Return on Investment (ROI) studies worked with Trintech, the leader in Record to Report solutions, to explore how their R2R solution Cadency, addresses specific common financial close challenges to deliver a quick and compelling ROI.

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Ensuring a Successful Record to Report Transformation Delivery

Identify which technology best suits your business, how to get a project like this approved internally, and what you need to think about when it comes to delivery.

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The Impact of Robotic Process Automation On the Financial Close

Delve deeper into how you can improve the efficiency and effectiveness of your financial close process and discover how Robotic Process Automation can transform what you do.

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The Business Case for Automated Compliance

A leading research firm’s report, consisting of a number of in-depth interviews with Cadency Compliance users, determined that Cadency is a proven automatic compliance solution that addresses specific customer challenges across all types and sizes of global companies while delivering a quick and compelling Return on Investment.

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Building a Killer Business Case for Record to Report Transformation

Learn how industry-leading methodologies can help you build a killer business case for Record to Report (R2R) transformation.

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Moving from Continuous Accounting to Risk Intelligent RPA™

Discover the hot topics in today’s finance industry, what these topics actually mean in relation to the wider Record to Report process, and why a Risk Intelligent RPA™ (RI RPA) approach is critical to your success into the future.

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The Business Case for Automated Journal Entry

A leading research firm conducted detailed research consisting of in-depth interviews with Cadency Journal Entry users, and found that the solution is a proven automatic journal entry solution that addresses specific customer challenges across all types and sizes of global companies to deliver a quick and compelling Return on Investment.

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The Three Components of Financial Transformation

Uncover some of the possible challenges you may be facing in your own finance organization and how a Record to Report technology solution can help align all three of these critical components into a world-class financial transformation.

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Shared Services Insights: Improving Record to Report Performance through Automation

Designed to help Financial Shared Services start to address the ‘How’ and help build a road map to transformation to deliver costs savings, meet FTE goals, improve visibility, achieve a faster close, and improve resource optimization.

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The Business Case for Automated Reconciliations

Research consisting of in-depth interviews with Cadency Certification for reconciliation users found that Cadency is a proven automatic reconciliation solution that addresses numerous common challenges experienced by financial professionals working for global organizations in multiple industries to deliver a quick and compelling Return on Investment.

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simplified financial close ebook

Shatter the Bottlenecks – Enjoy a Simplified Financial Close

Highlights the top 5 most common bottlenecks companies face in their financial close process and how to overcome these bottlenecks with Record to Report technology to ensure the success of your organization into the future.

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Why Transformation Projects Fail and How to Make Yours A Success

Discover some of the common pitfalls to look out for when implementing your own financial transformation project and how you can avoid these from negatively impacting your project. To make things more digestible, we have split these into three categories: Scope, People and Communication.

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The Business Case for an Automated Close

Research consisting of in-depth interviews with Cadency Close users found that Cadency is a proven automated close solution that addresses common customer challenges across all types and sizes of global companies to deliver a quick and compelling Return on Investment.

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10 Financial Red Flags: Securing Your Record to Report Process

In this R2R Insights eBook, we will identify the key indicators in your Record to Report process that could lead to errors in your financial statements. It addresses the top 10 financial red flags and how to use them as key insight into your risk and performance to better improve your overall business.

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Closing Outside Your ERP, Your ERP Can’t Do It All

Learn the main areas and causes of “white space” outside a company’s ERP and how technology can help to bridge these gaps. To start, let’s look at some of the key challenges.

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5 Reasons Spreadsheets are a Problem for Your Close

Take a look at what has commonly been identified as the top five, often interconnected, problems associated with an over-reliance on spreadsheets by the office of finance.

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Looking for a Quick Win to Improve Your Finance Process?

Many companies are already looking at their P2P or O2C processes and the next great opportunity for improvement is the Record to Report (R2R) process. This R2R Insights eBook highlights how to gain buy-in for a financial close project internally, how to ensure a successful project delivery and what metrics you can use to measure success.

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Record to Report Metrics That Matter

Identify what is meant by metrics, why they are important to the finance function and what best in class companies are tracking to help them improve their Record to Report process.

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Crisis Averted: Getting to Grips With Your Key Controls

Examine what is likely the most critical part of any company’s close cycle – how your key financial controls are managed within the overall compliance framework. Download this eBook to explore some of the best practices that companies are following to ensure the effectiveness of their controls, while at the same time reducing their costs.

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There’s More to Operational Recs than Matching: 3 Key Considerations

Discover some key reconciliation challenges that your company may be facing and how you can use technology to solve these challenges. This R2R Insights eBook will highlight how automation allows you to spend less of your time data gathering and matching and more time on reducing risk and ensuring integrity.

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So, You Think You’ve Automated Your Financial Close? Think Again…

Find out 4 reasons you may not be as automated as you think, and what new information companies are considering to transform their approaches towards world-class automation.

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