REAL-TIME ACCOUNTING IN PRACTICE
For most teams, the first days of every month revolve around closing the last one. Bank lines to match, journals to prepare, accruals to chase, and the review and sign-off can only start once they’re done.
OnBoard’s accounting team used to spend half of every month closing and catching up. Now, they close their month-end in half a day. Jason Brownlee (SVP, Accounting) and Julio Trigo (Director of Accounting) will share how they led their accounting function’s move to real-time accounting, and how they used Stacks to support them.
Free 45-minute live masterclass
Tuesday, November X at 4pm BST / 5pm CET
ABOUT THE MASTERCLASS
What you'll learn
Why the close takes days
The ERP records each transaction as it posts, yet the matching, journalling, and accruals still wait for the period end.
How OnBoard worked through the close
Jason and Julio will share how they accelerated their month-end close from twelve days to half a day. They’ll cover the efficiencies and automations they introduced, with Stacks playing an important role.
What OnBoard will share
TBC
TBC
TBC
Demo: How the close stopped being a special event for OnBoard
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AGENDA
The Agenda
OnBoard, how the close runs today
Where the twelve days went and how the team worked before accounting started moving through the month.
Where Stacks fits
Which work now happens during the month instead of waiting for the month-end and what that changed for the team running six subsidiaries.
Live demo
[Insert Demo]
Live Q&A
[Insert topics for Q&A based on rest of agenda]
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Who This Is For
Controllers, heads of accounting, and finance leaders who still spend days catching up and closing at the month-end, and who want to see how a team of six accountants optimised and automated its complex processes during the month to cut the close to half a day.
What You'll Walk Away With
What accounting work looks like when it gets done in real time through the month instead of at the month-end, which workflows to automate first, and what steps you can take tomorrow to start accelerating your close.
HOSTS
Your hosts
Jason Brownlee
Senior Vice President of Accounting at OnBoard
Three decades running accounting for multi-entity technology and energy companies. Leads OnBoard’s NetSuite OneWorld environment across the US, UK, Canada, and Australia. Covers how his six-person team took the close from twelve days to about half a day, and where automation, AI, and Stacks fit.
Julio Trigo
Director of Accounting at Onboard
Leads the adoption of AI across OnBoard’s accounting function, with more than 20 years in accounting operations, audit, and tax. Covers what changed in the team’s day-to-day work as the close got shorter and more accurate.
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Hear how a finance team cut its month-end close from twelve days to half a day, and the steps you can take to start accelerating yours
