Record to Report (R2R)
General Ledger accounting, reconciliations, journal entries, financial close, and reporting support. WIPFIN manages your end-to-end process with seasoned professionals, workflow automation, and a global delivery model built for measurable financial outcomes.
OUR APPROACH
Record-to-Report Support
We support accounting, reconciliations, financial close, and reporting within your existing systems, following agreed procedures and controls. Services are tailored to the agreed scope, service levels, and client approval requirements.
Key Service Benefits
General Ledger accounting
Journal entry preparation
and posting
Bank and balance-sheet
reconciliations
Intercompany accounting and
reconciliation
Accruals and provisions
Fixed asset accounting
Month-end and year-end
close support
Trial balance review
Flux and variance
analysis
Financial reporting support
EXPLORE OUR OTHER SERVICES
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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
Documented Controls
Agreed Procedures 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.