All processes
Process · R2R · Global
Month-End Close
Trigger: First business day after month-end · Owner: Lukas Hoffmann
Monthly volume
1
Hours / month
320
Classification
AI-Assisted
Status
mapped
Process steps
#
System
Actor
Input → Output
Manual
Decision
Exception
1
Excel
Lukas Hoffmann
Close checklist template→Active tracker
M
—
2
NetSuite + Oracle
Regional controllers
Subledger postings→GL postings
M
Y
Intercompany matching done with Lukas's personal cheat sheet
3
Excel
Lukas Hoffmann
Variances→Variance commentary
M
Y
—
4
Snowflake
FP&A
GL data→Reporting pack
A
—
Auto-rendered process flow
Excel
Lukas Hoffmann
→
NetSuite + Oracle
Regional controllers
→
Excel
Lukas Hoffmann
→
Snowflake
FP&A
Current state
Excel-based checklist with 187 line items across regions; Lukas owns the master tracker. Coordination via Slack DMs and email — never the GL system.
Future state
Workspace-driven close with automated status, conformance checks across regions, and AI-assisted variance commentary draft.
Linked interviews
Exceptions
Step 2 · NetSuite + Oracle
Intercompany matching done with Lukas's personal cheat sheet