Keep access, decisions and sign-off aligned with your organisation’s responsibilities.
Assign preparation, approval and administration responsibilities. Approval rules govern sensitive actions; strict segregation settings require a second authorised person where approval is needed.
Keep recorded actions, explanations and review history with the reconciliation. Statements and sign-off outputs bring the financial position and its supporting evidence together.
Choose whether AI assistance is used and which organisation settings apply. Your team reviews suggestions and drafts; matching and approval policies govern the actions they take.
Discuss access policies, AI data handling, deployment and support requirements with our team as part of your evaluation.
Discuss your security & control requirements