Defensible, faster closes for accounting with Alteryx One
A governed analytics and automation platform for controllers, accountants, and close teams running enterprise finance operations
A governed analytics and automation platform for controllers, accountants, and close teams running enterprise finance operations
Accounting’s close runs across an ERP, a reconciliation tool, and the spreadsheets that still fill the gaps between them — and now, increasingly, an AI agent asked to help with one of them. Alteryx keeps the data connected across all three, so every number can still be traced back to where it started, whether a person touched it or an AI agent did.
The close runs across many connected workflows, not a single one.
Close logic – the rules and calculations that turn trial balance data into signed-off financials – always carry forward from one period to the next. An AI agent can apply it, but it doesn’t get to rewrite it.
Alteryx works alongside the ERP and reconciliation tools your close already runs on, as well as the AI agents your team plugs into them.
Papa Johns built governed billing and reconciliation workflows for its 6,000+ store, multi-currency franchise, then extended the same logic to gift cards, franchisee reimbursement, tax, and beyond.
With Alteryx One, teams close faster, trust the numbers on first review, and keep every report consistent.
Close work spreads evenly across the period, with reconciliations running as data arrives rather than piling up at the end. Less is left to resolve once the window finally closes.
INVESTBANK cut regulatory reporting time by 90%, automating all 46 of its mandatory CBJ reports and turning a days-long process into hours with Alteryx.
What one person knows about reconciling the books becomes a workflow the whole team owns, builds on, and can extend as the work evolves. Nobody starts over when someone leaves or the process changes.
Every close report and reconciliation draws from one governed source, so figures match on first review, freeing the team to focus on what the numbers mean, not whether they’re right.
Plante Moran, one of the nation’s largest accounting firms, automated manual data processes, cutting costs by $750,000 and giving analysts more time to act on the numbers.
When source data changes late in the cycle, the workflow flags what’s affected and by how much. Accounting decides what to override, and every decision stays part of the record.
Closed, reconciled figures move straight into the reports, disclosures, and management packages that depend on them. The close and every downstream report draw from the same source data, start to finish, every time.
Alteryx One is built for controllers, accounting managers, and close teams across the entire finance organization.A new entity or a new reconciliation inherits the same governed structure already in place, not a rebuild from scratch. Coverage grows without adding overhead, even as the close expands to cover new entities.
Alteryx One runs analytics at enterprise scale with the compliance and audit trails finance needs, and the security and controls IT requires.
The close finishes without a scramble. Every reconciliation traces back to the same source, so nobody re-checks a number that’s already been checked. Auditors get evidence without a special request. The logic behind the close carries forward from one period to the next, unchanged unless someone approves the change.
Alteryx wasn't just a tool—it became the backbone of how we modernised finance. It turned data into a shared language across teams.
The standard for trustworthy AI in finance is VURA: visible, understandable, repeatable, auditable. Each finance function meets it in its own work.
Visible means anyone can see how an output was produced. Understandable means a reviewer who did not build the logic can still follow it. Repeatable gets the same answer from the same inputs, every cycle. Auditable puts the evidence in place before anyone asks.
Accounting teams can see this pattern applied directly in these AI-Ready Starter Kits — pre-built workflows that skip the blank canvas and get a team started faster:
ERPs run the transactions and post the ledger, but a close rarely runs on ERP data alone; bank files, subledgers, spreadsheets, and vendor systems all feed the same reconciliation. Alteryx brings that scattered data together, applies the rules your team already relies on, and feeds closed figures back to the ERP, without asking you to replace what it already does well.
No. Alteryx works alongside whatever reconciliation tool your team already runs, handling the exception logic and cross-system matching that sit outside what any single tool covers on its own. Your reconciliation tool keeps doing what it does; Alteryx connects it to the rest of the close, with no migration and no new system of record.
No coding required. Alteryx workflows are built visually, dragging and connecting steps the way you’d sketch out a process on a whiteboard. Accountants who understand the reconciliation logic can build it themselves, and Ask Alteryx can generate a starting workflow from a plain-language description of the process, so the first draft doesn’t start from a blank canvas.
The calculation logic inside your macros moves into a governed Alteryx workflow, so it keeps running the same way, just without breaking every time a spreadsheet gets renamed or a formula gets overwritten. Your close checklist keeps tracking tasks and deadlines the way it always has, and Alteryx runs the calculations underneath those tasks.
When close and reconciliation logic runs as a governed Alteryx workflow, the same run produces documentation that holds up when a SOX tester reviews it, whether the workflow is a simple reconciliation or full control test documentation your team has built out. Less time goes into preparing for the test, more into the judgment calls it actually requires.