Solutions Sheet

The orchestration guide for R2R automation

How to make your financial close run on its own

If you run record to report (R2R), you’ve already invested in automation, but many financial closes still depend on people to move the manual work forward.

Use this guide to see where close execution actually breaks down, why most of your tools only track work instead of performing it and what changes when the system, not the user, determines what happens next.

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Why download this guide?

Your finance and accounting teams probably believe they’ve automated their close. But when you look closer, the same patterns of manual journal creation, spreadsheet logic, disconnected approvals and delays ripple across the process.

This guide gives you a clearer way to assess what’s really happening. It challenges common assumptions about automation and shows why manual coordination is still doing the heavy lifting in most R2R environments.

If your close still depends on people to make it happen, this will show you where and why.

Inside, you’ll find:

  • A practical way to identify where your close still relies on manual intervention
  • A clearer definition of where automation actually begins in the journal lifecycle
  • A comparison between managed closes and orchestrated execution models
  • A framework for prioritizing where orchestration delivers the most impact