Financial Close Workbench

Streamline and better manage your closing process

The Crowe Financial Close Workbench for Microsoft Dynamics 365 and Microsoft Dynamics AX provides a complete view of your finances across entities to help you:
  • Manage financial close quickly, efficiently, and accurately
  • Reduce the time and complexity of data entry and data consolidation
  • Deliver more predictable and near-real-time financial data
  • Track the progress of close activities and tasks from a single form in Microsoft Dynamics
Apps demo

Manage and streamline your closing process

Try the Crowe Financial Close Workbench for Microsoft Dynamics 365™ and Microsoft Dynamics™ AX today.

Product features

Ledger visibility
View, open, and close period ledgers across entities without logging in to each company separately.
Activity tracking
Create an action, appointment, event, or task to control and track activities.
Fast reconciliation
Quickly reconcile period balances with a user-configurable reconciliation form.
Tab-based interface
Access data using a tab-based interface to easily view open transactions, activities, reconciliation, and ledger calendar.
Drop-down filtering
Quickly filter and view a single entity’s open transactions.
Multiple transaction views
Monitor important closing transactions through five unique views: shipped not invoiced, accrued purchases, open production orders, unposted inventory journals, and unposted ledger journals.
Ledger visibility
View, open, and close period ledgers across entities without logging in to each company separately.
Activity tracking
Create an action, appointment, event, or task to control and track activities.
Fast reconciliation
Quickly reconcile period balances with a user-configurable reconciliation form.
Tab-based interface
Access data using a tab-based interface to easily view open transactions, activities, reconciliation, and ledger calendar.
Drop-down filtering
Quickly filter and view a single entity’s open transactions.
Multiple transaction views
Monitor important closing transactions through five unique views: shipped not invoiced, accrued purchases, open production orders, unposted inventory journals, and unposted ledger journals.

Financial Close Workbench

Spend less time entering and managing financial data and more time reporting updates and providing insights.

Request a demo of Crowe Financial Close Workbench

Explore greater ledger visibility and a more streamlined financial close.

Contact us

To learn more about how the Crowe Financial Close Workbench can help you make your financial closing process faster, easier, and more beneficial for your organization, contact us today.