Anaplan for Close and Consolidation Demo

*Please note that Fluence was acquired and a separate entity when this video was created. It is now solely referred to as Anaplan and integrated within their solution.

In the latest demo, Accelytics' close and consolidation expert, Mark Chisholm, takes viewers on a walkthrough of the Fluence Excel Add-On that was acquired by Anaplan. This powerful integration for Excel and Anaplan simplifies financial reporting, budgeting, and planning workflows, making it a must-have tool for accountants and financial professionals.

What You'll Learn in the Demo

Mark Chisholm, a veteran in the close, consolidation and tax world, demonstrates how the Fluence Add-On for Excel integrates seamlessly with multiple data sources to streamline financial close and consolidation. See how Anaplan can offer complete planning, with close and consolidation as a standard feature.

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Key Features Explored

The video provides step-by-step guidance on several advanced features of the Anaplan Close and Consolidation capabilities:

• Connecting Excel to Multiple Data Sources: Learn how to integrate data from ERP systems and other platforms, ensuring consistency and accuracy across all reports.
• Using Real-Time Data for Reporting: Discover how to leverage real-time updates to improve decision-making and maintain data relevance.
• Creating Dynamic, Drillable Reports: Mark demonstrates how to craft reports that allow you to drill down into specific data points for deeper insights.
• Customizing Reports with Slicers and Formatting: Explore how to use Excel’s pivoting and slicer tools to create highly tailored reports with enhanced visual appeal.
• Managing Multi-Source Financial Data in a Single Workbook: Understand how to consolidate and manage data from diverse sources in one centralized, user-friendly interface.

Transform Your Financial Close & Consolidation Process

If you're looking to improve your financial reporting workflows and perform ad-hoc analysis with ease, Anaplan now has the all-in-one solution. Adding the capability of Fluence created an even more versatile tool for any organization seeking to streamline their close and consolidation processes, as well as transforming their planning throughout the organization.

Have Questions?

Visit Accelytics to explore our expertise in close and consolidation solutions and learn how our experts can support your business needs.

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