The data
Gather the ledger, journals, statements and supporting documents for the same company and period. Keep original source files available.
Getting started guide
Prepare your first reporting workflow.
Start with one company, one reporting period and a clear output. Bring the evidence and rules your team already uses.
- 1Choose the objective
- 2Gather sources
- 3Document rules
- 4Define controls
- 5Assign reviewers
- 6Run and review
Three things to bring.
You do not need to redesign your source systems to start. A well-scoped first workflow gives your team a concrete result to review.
The rules
Provide the approved chart of accounts, classifications, mapping rules and reconciliation expectations. Identify any company-specific treatment.
The reporting objective
Choose the required report and output format, define the checks it must pass and name the people who will resolve exceptions and approve it.
Review the first cycle before repeating it.
Check source coverage, inspect the reconciliation results and resolve uncertain classifications. Carry approved company knowledge into the next reporting period.
Your data already contains the report.
Give Andmera your data, rules and reporting objective. Let it handle the preparation, validation and investigation.