Account close assessment: find the workflow creating the most manual work.
Manual matching and unresolved exceptions pile up before every close. We map one recurring workflow and show where a focused Novvl pilot removes that work.
No-cost and limited to qualified finance teams with a recurring reconciliation, close, reporting, or audit-readiness workflow—not a generic demo.
Data sources
- Payroll
- Payments
- Billing
- Banking
- ERP
- Operational data
Novvl
- Reconciliation
- Exceptions
- Account close
Outcomes
- Executive dashboards
- Audit-ready evidence
A practical assessment, not a generic demo.
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Choose one recurring workflow.
We start with the reconciliation, exception-management, account-close, executive-reporting, or audit-readiness process creating the most recurring work.
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Map the current process.
We identify systems, reports, files, data sources, handoffs, owners, approval steps, and timing.
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Locate the burden and risk.
We identify manual investigation, unresolved breaks, missing visibility, rework, close delays, audit-trail gaps, and control risk.
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Determine the next step.
We provide a practical recommendation on whether a focused Novvl pilot is appropriate and what success should look like.
Recurring workflows that slow account close
Payroll reconciliation and account close
Match payroll, benefits, tax, bank, and general-ledger activity while reducing exception work before period-end close.
Payments, settlements, and close
Reconcile payment, payout, settlement, bank, and ledger data; identify exceptions that delay reporting and close.
Billing-to-cash reconciliation
Connect billing, customer payment, cash receipt, bank, and accounting data to improve financial visibility before close.
Healthcare remittance and payment reconciliation
Bring payer remittances, patient payments, deposits, billing information, and accounting records into a controlled workflow.
Marketplace, royalty, and multi-currency reconciliation
Match sales-channel, distributor, marketplace, royalty, currency, and ledger data across recurring periods.
Exception management and account close
Review, assign, document, approve, and resolve exceptions before close.
Executive dashboards and financial visibility
Give finance leaders timely visibility into reconciliation status, unresolved exceptions, close progress, and financial data across systems.
Audit trails and financial controls
Support documentation, approvals, exception history, and audit-ready evidence across reconciliation and close workflows.
For teams with a real recurring finance workflow.
- Controllers, CFOs, finance leaders, and accounting managers
- Payroll and finance-operations teams
- Payment, billing, revenue-operations, and settlement teams
- Healthcare revenue-cycle and medical-billing teams
- Transaction-intensive businesses with multiple financial data sources
- Finance teams improving reporting visibility, controls, audit trails, and account-close processes
- Advisory firms supporting clients with reconciliation and close complexity
This is best suited to organizations managing recurring transactions, multiple financial data sources, manual exception work, time-consuming close processes, fragmented executive reporting, or audit-readiness requirements.
Request a Reconciliation & Account Close Workflow Assessment
Share a few details about your workflow. A member of the Novvl team will respond within one business day to determine whether an assessment is appropriate.
Your request has been received.
Thank you. Your request has been received. A Novvl team member will review the information and respond within one business day. If the workflow appears to be a fit, we will invite you to schedule a short assessment conversation.