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LIVE WEBINAR

 

Building A Better Financial Close Process

 

May 14, 2025 | 2 PM EST | 10 AM PST

The financial close process. Words that can instantly stress out finance leaders and teams alike. It can be a dreaded process, pulling information from all corners of the organization. It’s especially awful if financial data is not centralized anywhere. 

It doesn’t matter if you’re closing the month, the quarter, the half, or even the year. There are practices you can put in place for faster and more effective close processes. And believe it or not, it all starts with one simple tool: Excel. 

In this free session, our Excel experts will share the secrets to streamlining your month-, quarter-, half-, and even year-end close so that it’s the easiest and most accurate close process you’ve experienced. Learn how to:

  • Centralize data into one workable place for accurate and up-to-date reporting
  • Work with journal entries directly in Excel and upsert without a CSV upload
  • Run quick and easy inventory adjustments to NetSuite with an Excel template
  • Bulk upload vendor bills and credit card statement transactions with instant data validation 

Presenters

Justine_Final
Justine Burdo
Head of Sales & Customer Success, CloudExtend
Kevin_Final
Kevin Ha

Solution Consultant, CloudExtend

Elise Gonzales image
Elise Gonzales
Training Manager, CloudExtend