### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Financial Close Software Resources

##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Financial Close Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Financial Close Software Articles

[![Some Well Known (and Lesser Known) Facts About GAAP](https://learn.g2.com/hubfs/Accounting.jpg "Some Well Known (and Lesser Known) Facts About GAAP")](https://www.g2.com/articles/some-facts-about-gaap)

[
### Some Well Known (and Lesser Known) Facts About GAAP
](https://www.g2.com/articles/some-facts-about-gaap)
I’m sure many people have heard the term GAAP used in one conversation or another, but unless you are a seasoned accounting or finance professional, you might know little about these important regulations, besides what the acronym stands for.&nbsp;

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

[![2021 Trends in Accounting and Finance](https://learn.g2.com/hubfs/accounting%20and%20finance%20trends.jpg "2021 Trends in Accounting and Finance")](https://www.g2.com/articles/accounting-finance-trends-2021)

[
### 2021 Trends in Accounting and Finance
](https://www.g2.com/articles/accounting-finance-trends-2021)
This post is part of G2's 2021 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Michael Fauscette, G2's chief research officer and Tom Pringle, VP, market research, and additional coverage on trends identified by G2’s analysts.

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

[![How to Stay Organized When Closing Books Remotely](https://learn.g2.com/hubfs/crop-woman-counting-money-at-modern-office-table-4475524.jpg "How to Stay Organized When Closing Books Remotely")](https://www.g2.com/articles/how-to-stay-organized-when-closing-books-remotely)

[
### How to Stay Organized When Closing Books Remotely
](https://www.g2.com/articles/how-to-stay-organized-when-closing-books-remotely)
Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information. For this blog, I’m going to refer to only month-end close for consistency and simplicity.

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

[![The Importance of Accounts Payable (AP) Automation](https://learn.g2.com/hubfs/G2CM_BI071_Backlog_Images_%5BAccounts_payable_information%5D_V1b.png "The Importance of Accounts Payable (AP) Automation")](https://www.g2.com/articles/the-importance-of-accounts-payable-automation)

[
### The Importance of Accounts Payable (AP) Automation
](https://www.g2.com/articles/the-importance-of-accounts-payable-automation)
The phrase “time is money” has never been more true than it is now.&nbsp;

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

Show More

## Financial Close Software Glossary Terms

[![Fiscal Year-End](https://learn.g2.com/hubfs/G2CM_GI434_Glossary_Article_Images_%5BFiscal_Year_End%5D_V1a.png "Fiscal Year-End")](https://www.g2.com/glossary/fiscal-year-end-definition)

[Fiscal Year-End](https://www.g2.com/glossary/fiscal-year-end-definition)

Fiscal year-end is when a company’s 12-month accounting cycle comes to a close. Learn about its benefits and best practices.

by Kelly Fiorini

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Financial Close Software Discussions

0

[Best platforms for ensuring accurate and timely financial close?](/discussions/best-platforms-for-ensuring-accurate-and-timely-financial-close)

We’re researching the best platforms for ensuring accurate and timely financial close. In G2's [**Financial Close Software**](https://www.g2.com/categories/financial-close) category, the names that keep surfacing for this conversation are FloQast, BlackLine Financial Close Management, and Workiva, but they seem to represent different priorities: fast team adoption, deeper automation and control, or tighter collaboration between close and reporting. Here are our top overall picks:

1. [**FloQast**](https://www.g2.com/products/floqast/reviews) — A strong option when the real problem is getting the close process standardized quickly without ripping out familiar workflows. G2 reviews consistently call out ease of use, task tracking, organization, and Excel-friendly month-end close management. 
2. [**BlackLine Financial Close Management**](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — More compelling when manual close work has become too brittle and the team wants automation, centralized data, and real-time visibility across the process. The trade-off that appears repeatedly is a steeper implementation and learning curve. 
3. [**Workiva**](https://www.g2.com/products/workiva-workiva/reviews) — Worth evaluating when accuracy depends on linked data, real-time collaboration, and keeping reporting artifacts consistent across teams. Reviews especially highlight data integrity, collaboration, and compliance/reporting use cases. 
4. [**Adra by Trintech**](https://www.g2.com/products/adra-by-trintech/reviews) — Feels particularly relevant for teams that want reconciliation and close organization to become easier for the accounting team to live in every day. G2 reviews emphasize user-friendly workflows, visibility, and time savings across reconciliations and month-end close. 
5. [**OneStream - Unified EPM**](https://www.g2.com/products/onestream-unified-epm/reviews) — A better fit when “accurate and timely” depends on consolidation, close, and reporting living together on one platform. It looks especially relevant for larger, more complex environments, with the usual trade-off of heavier onboarding and setup. 

From real implementations, what ended up mattering more in getting to a faster, cleaner close: checklist visibility, reconciliation automation, ERP connectivity, or adoption by the accounting team?

I’m also curious how teams balanced accuracy vs speed in practice. Did improving one naturally help the other, or did you have to prioritize one first and accept trade-offs early on?

Answered: Shreesh Singh on April 4, 2026

[Your answer](/discussions/best-platforms-for-ensuring-accurate-and-timely-financial-close/comments/new?remote=true)

0

Question on: Serrala
[What is Serrala used for?](/discussions/what-is-serrala-used-for)

What is Serrala used for?

Serrala is a global financial automation solutions company that offers a highly powerful and flexible suite of solutions across the areas of Accounts Payable, Accounts Receivable, and Payments & Treasury, which is seamlessly integrated into SAP and extended into the cloud. Serrala solutions have successfully empowered finance teams all over the world to decrease manual efforts, eliminate human errors, and optimize complex financial processes.

Answered: Tushar Mhaslekar on September 8, 2023

[Your answer](/discussions/what-is-serrala-used-for/comments/new?remote=true)

0

Question on: FloQast
[how can I add steps to a task without creating multiple tasks?](/discussions/how-can-i-add-steps-to-a-task-without-creating-multiple-tasks)

Currently, I only add tasks but would like to add steps within the same task, since it´s not complete in one day

Free text room on the task to add bullet points of the steps. You won't be able to sign off on them individually but great for instructions.

Answered: Shanna Wheeler on May 18, 2022

[Your answer](/discussions/how-can-i-add-steps-to-a-task-without-creating-multiple-tasks/comments/new?remote=true)

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## Financial Close Software Reports

Mid-Market Grid® Report for Financial Close

Summer 2026

G2 Report: Grid® Report

Grid® Report for Financial Close

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Financial Close

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Financial Close

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Financial Close

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Financial Close

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Financial Close

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Financial Close

Spring 2026

G2 Report: Grid® Report

Grid® Report for Financial Close

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Financial Close

Spring 2026

G2 Report: Momentum Grid® Report