Recurring financial work
Workflows & automation
Connect model updates, financial review and reporting in a repeatable workflow.
02 /Recurring financial work
Workflows & automation
Connect the work between a new input and a reviewed report. Core brings model updates, financial review and reporting into a repeatable workflow, configured around your team.
An illustrative reporting cycle
Bring in the latest inputs
Map agreed operating data and financial assumptions into the workflow.
Refresh the model
Recalculate the configured model and compare the outlook with budget or the previous forecast.
Review what changed
Investigate movements, resolve exceptions and approve the reporting version.
Prepare the reporting pack
Carry the reviewed figures into the agreed asset and portfolio reports.
Your team stays in control. We agree the data connections, automated steps and approval responsibilities with you.