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
Speakers
Clive Jefferies
Global Product Owner
Aico
Clive is the Aico product owner and a member of Aico’s Leadership Team. He has been with Aico since the beginning and was instrumental in Aico’s inception. He is responsible for the functional design of the Aico platform delivering our solutions including Account Reconciliation, Close Task Management, Journal Entry and Intercompany Invoicing. He remains active in customer projects and pre-sales supporting both sales and delivery where needed.
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