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Automate Data Preparation to Accelerate the Financial Close

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Dominick Fatibene, Mark Rusciano



Key Takeaways

  • Use best practices for overcoming data management challenges and limitations of desktop-based spreadsheet and database tools
  • Explain the benefits of creating an automated, connected, and transparent data preparation process
  • Identify how accounting teams use Workiva to support data centralization and aggregation from multiple general ledgers, management of transactions with alternate roll-ups, and ad hoc data exploration

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