Close process

A clearer path through the close window.

Steadmark helps controllers move from source-data review to a versioned forecast, named approvals, and an evidence trail the team can revisit.

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Import review

CSV and Excel actuals move through source selection and mapping review before the batch is committed.

Reversible batches

If a source needs correction, the batch can be reversed while the review history remains available to the team.

Approval and export

Named approvals, threaded context, and exportable review history keep sign-off attached to the forecast version.

Live and roadmap

CSV and Excel today; ERP connectors remain roadmap.

QuickBooks Online, NetSuite, Sage Intacct, and Dynamics are roadmap connectors. Contact us to discuss your current source process.

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