Workflow Assessment

Account close assessment: find the workflow creating the most manual work.

Manual matching and unresolved exceptions pile up before every close. We map one recurring workflow and show where a focused Novvl pilot removes that work.

No-cost and limited to qualified finance teams with a recurring reconciliation, close, reporting, or audit-readiness workflow—not a generic demo.

How financial data flows through Novvl Payroll, payments, billing, banking, ERP, and operational data flow into Novvl reconciliation, exception management, and account close, producing executive dashboards and audit-ready evidence. DATA SOURCES NOVVL OUTCOMES Payroll Payments Billing Banking ERP Operational data Novvl Reconciliation Exceptions Account close Executive dashboards Audit-ready evidence

Data sources

  • Payroll
  • Payments
  • Billing
  • Banking
  • ERP
  • Operational data

Novvl

  • Reconciliation
  • Exceptions
  • Account close

Outcomes

  • Executive dashboards
  • Audit-ready evidence
Assessment Process

A practical assessment, not a generic demo.

  1. Choose one recurring workflow.

    We start with the reconciliation, exception-management, account-close, executive-reporting, or audit-readiness process creating the most recurring work.

  2. Map the current process.

    We identify systems, reports, files, data sources, handoffs, owners, approval steps, and timing.

  3. Locate the burden and risk.

    We identify manual investigation, unresolved breaks, missing visibility, rework, close delays, audit-trail gaps, and control risk.

  4. Determine the next step.

    We provide a practical recommendation on whether a focused Novvl pilot is appropriate and what success should look like.

Typical Workflows

Recurring workflows that slow account close

Payroll reconciliation and account close

Match payroll, benefits, tax, bank, and general-ledger activity while reducing exception work before period-end close.

Payments, settlements, and close

Reconcile payment, payout, settlement, bank, and ledger data; identify exceptions that delay reporting and close.

Billing-to-cash reconciliation

Connect billing, customer payment, cash receipt, bank, and accounting data to improve financial visibility before close.

Healthcare remittance and payment reconciliation

Bring payer remittances, patient payments, deposits, billing information, and accounting records into a controlled workflow.

Marketplace, royalty, and multi-currency reconciliation

Match sales-channel, distributor, marketplace, royalty, currency, and ledger data across recurring periods.

Exception management and account close

Review, assign, document, approve, and resolve exceptions before close.

Executive dashboards and financial visibility

Give finance leaders timely visibility into reconciliation status, unresolved exceptions, close progress, and financial data across systems.

Audit trails and financial controls

Support documentation, approvals, exception history, and audit-ready evidence across reconciliation and close workflows.

Ideal Participants

For teams with a real recurring finance workflow.

  • Controllers, CFOs, finance leaders, and accounting managers
  • Payroll and finance-operations teams
  • Payment, billing, revenue-operations, and settlement teams
  • Healthcare revenue-cycle and medical-billing teams
  • Transaction-intensive businesses with multiple financial data sources
  • Finance teams improving reporting visibility, controls, audit trails, and account-close processes
  • Advisory firms supporting clients with reconciliation and close complexity

This is best suited to organizations managing recurring transactions, multiple financial data sources, manual exception work, time-consuming close processes, fragmented executive reporting, or audit-readiness requirements.

Get Started

Request a Reconciliation & Account Close Workflow Assessment

Share a few details about your workflow. A member of the Novvl team will respond within one business day to determine whether an assessment is appropriate.