Intermediate

Close workflow automation ideas (ERP + spreadsheet + approvals)

Identifies high-impact close automation opportunities and proposes tools, inputs, and controls. Useful for controllers modernizing close without losing control.

Suggest workflow automation opportunities for the monthly close at {company_name}.

Inputs:
- Current close steps: {close_steps}
- Tools used (ERP, spreadsheets, AP, payroll): {tools}
- Pain points (late entries, reconciliations): {pain_points}
- Control requirements: {control_requirements}
- Budget/IT constraints: {constraints}

Output:
1) Top automation candidates ranked by impact/effort.
2) For each: what to automate, data needed, tool options, control considerations.
3) Quick wins (≤2 weeks) vs projects.
4) Implementation plan and change management tips.

Focus on practical automations.

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