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Reporting & Analytics

Beyond the close checklist, CloseCore includes reporting and analysis tools that read directly from your ERP.

What's here​

  • Reports: balance sheet, income statement, and custom reports, with transaction drill-down, grouping, filtering, and report templates.
  • Flux analysis: period-over-period variance analysis with assignable explanations.

Configure reports from the Reporting link in the navigation menu. Reporting reads live data from your connected ERP, so what you see reflects your latest sync.

Analyzing with AI​

CloseCore's AI can draft the explanation behind a variance for you. AI variance analysis reads the transactions behind a change and writes a concise, reviewable narrative — for a single flux item or a whole custom report at once.

AI capabilities, including the AI Assistant, variance analysis, agent tasks, and transaction matching, can help investigate and work with the data in your reports.