From Excel to Control: How Finance Teams Build a Structured, Audit-Ready Close with AI-Ready Foundations
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Many finance teams in growing organisations still rely on Excel for reconciliations, journals, and close coordination. While this works in early stages, it quickly leads to limited visibility, unclear ownership, and increasing audit risk as the organisation grows.
This webinar is designed for finance teams that want to move away from Excel and establish a structured, audit-ready financial close, without adopting enterprise-heavy systems or overengineering controls.
We will demonstrate how Aico provides a future-proof starting point by standardizing reconciliations, journals, and close tasks, while remaining fully AI-ready. As volume and complexity increase, AI can be applied anywhere in the close to reduce manual effort, improve evidence quality, and simplify validation, at the organisation’s own pace. After attending, participants will learn:
- How to replace Excel with a structured, audit-ready close framework
- How to create clear ownership, reviews, and visibility across the close
- How to standardise reconciliations and journals across entities without complexity
- How Aico Foundation supports growth without forcing early overengineering
- How AI can be applied anywhere to reduce manual work and improve quality
- How to prepare today for future automation and efficiency gains
Speaker
Clive Jefferies
Global Product Owner
Pacera
Clive is the Aico by Pacera Product Owner. He is responsible for the functional design and ongoing development of the platform, delivering solutions across the Office of the CFO, including Account Reconciliation, Close Task Management, Journal Entry, and Intercompany Invoicing.
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