Upload
One drop zone for every module. An income statement lands once and feeds Planning, Accounting, and Reporting. A weekly cash CSV or headcount roster is classified here; you confirm the kind before it lands. Opening-bank files and compensation surveys still finish on Treasury or Workforce. Confirm categories and conflicting lines before close amounts become official. Ask will not make them official.
Who uses this close
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Import
This file
Leave unchecked to keep the current plan of record and save this as another named version.
Start over withdraws landed actuals and the plan of record so Plan is empty. Files stay in history.
Create a table
Type rows when you do not have a file
Values only. No formulas. Close actuals can land after conflicts are resolved. A working table stays unofficial until you map it to monthly actuals. Compensation, bank, and tax classes still cannot be created on this grid.
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Import history
Migrate
Land the close you already run. Mapping is acknowledged before numbers become official. Name the cadence below so the next cycle has an owner.
Ask
Open full threadOne assistant. Analyze does not save. Build Draft previews a working change. Operate runs a Skill as a working review. Nothing official until the module page.