Close process · Controllers · 2026-07-09

A pre-close checklist for versioned cash-flow forecasts

How controllers can connect import review, forecast versions, approvals, and guidance before a close conversation.

Start with source history

CSV and Excel actuals enter through mapping review, so the team can see what arrived before it shapes the next forecast.

Review the version, not a copy

The versioned forecast keeps the baseline, scenario alternatives, and named reviewer context together.

Carry the decision forward

After review, the same path can support a low / mid / high guidance range and a clear handoff.

Keep reading

Build a review path your team can explain.

See the live workflow, published plans, and available CSV / Excel imports.