Closing packages are essential—but brutally time-consuming. Automate the process, escape the compliance trap, and let your team focus on more meaningful work instead of endless data chasing.
What you get:
Original source data automatically distributed to every participating department, agency, and component for collaborative review.
Easy tools for collaborators to correct, delete, or add new items missing from the original source.
A central workbench displaying all changes for verification and approval.
Automated scripts and chains that push, pull, and refresh data across the platform.
Built-in automation for journal entries, supplementary trial balances, ACFR disclosure inputs, and more.
What you do:
Load your data.
Configure settings and define a list of recipients to receive packages.
Run the scripts—automatically generating a customized closing package for each recipient with unique, relevant data inserted.
Your teams make their contributions to be reviewed and approved from a central workbench.
Generate packages to automate your journal entries, supplementary trial balances, and/or integrate with ACFR disclosures.
The Result:
Effortlessly generate fully populated closing packages in minutes, not weeks.
Enable smooth, traceable collaboration across departments in one verifiable platform.
Achieve tighter integration with your ACFR—improving accuracy, reducing duplicate entry, and minimizing close-cycle stress and audit friction.
Flexible Execution: Can run on a schedule or on demand.
Toggle Control: Easily enabled or disabled as needed.
Exception Handling: Includes an exception list to exclude known variances from alerts.
API Upgrade
To ensure uninterrupted service, continued support, and access to enhanced capabilities, we are proactively upgrading our system to use the newer API versions in alignment with Workiva. For full details, see our Knowledge Base Article.
Updated Scripts (Built with Python 3.13)
Faster, Smoother Processing: Existing scripts will run faster.
Improved Error Handling: Clearer error messages and improved error handling make it easier to spot and fix issues.
More Reliable and Secure Performance: Automations will run more consistently, reducing interruptions and improving overall efficiency.
Scripts will continue to run beyond Workiva's end-of-life deadline for Python 3.9 on October 31, 2026. For more on this, see our Knowledge Base article.
