Record to Report (R2R)
WIPFIN's record to report outsourcing gives finance leaders a single accountable team for close, ledger, and reporting — combining month-end close outsourcing, general ledger outsourcing, financial statement preparation services, and bank reconciliation outsourcing into one connected workflow. Our R2R specialists work as an extension of your controllership function, closing the books faster, keeping every account reconciled, and delivering statements your auditors don't have to chase. WIPFIN manages your end-to-end process with seasoned professionals, workflow automation, and a global delivery model built for measurable financial outcomes.
OUR APPROACH
Accurate. Accountable. Always On Time.
WIPFIN's record to report outsourcing is built around one goal: a close you can trust, delivered on the date you set. Our team owns the full close calendar — general ledger outsourcing and journal entry review, intercompany and balance sheet reconcil...
Key Service Benefits
01 A dedicated
R2R team — record to report outsourcing handled by accountants who learn your entities and chart of...
02 A close
calendar that holds — month-end close outsourcing run on a fixed, documented schedule with clear own...
03 A general
ledger you can trust — general ledger outsourcing with supported journal entries and a clean audit t...
04 Reconciliations that
don't wait — bank reconciliation outsourcing that clears variances daily instead of stacking them up...
05 Statements ready
to file — financial statement preparation services aligned to your reporting framework and filing de...
06 Full visibility
into your close — real-time status tracking so you always know where the cycle stands, not just when...
EXPLORE OUR OTHER SERVICES
Beyond Record to Report (R2R)
Finance & Accounting
End-to-end accounts payable, accounts receivable, and record-to-report for finance teams that want a...
Transformation Services
Process discovery, automation, and SOP design that modernize your finance stack — often paired with...
FP&A + CFO Support
Budgeting and Forecasting, Managed Reporting and Variance Analysis Service – what we focus on this p...
Specialized Industry Pods
Hospitality, real estate, healthcare, retail, and capital markets pods staffed by accountants who un...
How We Bring You Live
Assess & Align
We review your current close calendar, chart of accounts, and reconciliation backlog, then agree on close-day targets, controls requirements, and where automation can help first.
Transition & Stabilize
This transfer of knowledge coupled with the shadow close cycle and a parallel-run period, allows the R2R team to assure the output is being produced correctly before we gain full ownership of the entire project which, is generally within 60 days.
Automate & Elevate
We utilize workflow automation and RPA on the reconciliations and reporting packs, standing up dashboards that will provide you visibility over status of the close and open items in real-time.
Scale & Optimize
Quarterly business reviews track close-cycle time, accuracy, and cost, with the R2R model adjusted as your entity count, reporting requirements, or complexity change.
Let’s Simplify Your
Finance Operations
Join finance teams using WIPFIN's record to report services to close faster, reconcile with confidence, and hand auditors a clean set of books.
0%+
reduction in month-end close cycle time
0%+
reconciliation accuracy across bank and GL accounts
SSAE 18
ISAE 3402 Type 2 certified controls framework
START THE CONVERSATION
Transform Your Record to Report Process
Tell us about your current close cycle and reporting challenges — we'll show you how WIPFIN's record to report services, month-end close services, and financial statement preparation services can tighten your close.
Confidential & Secure
Confidential & Secure — your information is handled with complete discretion.