From Excel to Control

This webinar is designed for finance teams that want to move away from Excel and establish a structured, audit-ready financial close, without adopting enterprise-heavy systems or overengineering controls.

Why Finance Platforms Are Replacing Point Solutions

Many finance teams in growing organisations still rely on Excel for reconciliations, journals, and close coordination. While this works in early stages, it quickly leads to limited visibility, unclear ownership, and increasing audit risk as the organisation grows.

We will demonstrate how Aico by Pacera provides a future-proof starting point by standardizing reconciliations, journals, and close tasks, while remaining fully AI-ready. As volume and complexity increase, AI can be applied anywhere in the close to reduce manual effort, improve evidence quality, and simplify validation, at the organisation’s own pace.

What we will cover?
  • How to replace Excel with a structured, audit-ready close framework
  • How to create clear ownership, reviews, and visibility across the close
  • How to standardise reconciliations and journals across entities without complexity
  • How Aico Foundation supports growth without forcing early overengineering
  • How AI can be applied anywhere to reduce manual work and improve quality
  • How to prepare today for future automation and efficiency gains

Speakers

Clive Jeffries
Product Owner

Clive is the Aico by Pacera Product Owner and a member of the Pacera Leadership Team. He is responsible for the functional design and ongoing development of the platform, delivering solutions across the Office of the CFO, including Account Reconciliation, Close Task Management, Journal Entry and Intercompany Invoicing.