From Sage exports and spreadsheets to a close that runs itself. A practical guide for finance teams at mid-sized South African businesses.
Seven pages, written for the person who owns the close. No product pitch, no jargon.
Ten statements to tick against your own close, and three score bands, so you can see whether it is in control, leaking, or genuinely outgrown.
Why this happens to good finance teams. Excel is not the problem, and outgrowing your spreadsheets is a sign the business worked.
The reference architecture in plain language: your ERP stays, a data layer refreshes overnight, one model holds the definitions, and the reports refresh themselves.
What to do first, what to leave alone, and the two mistakes that sink these projects before anyone notices.
Indicative phases for a single-entity business on Sage Evolution, so you can judge the shape of the work before you commit to any of it.
A case snapshot: a close that ran four to five days every month, now same-day, with no manual exports.
Financial directors, financial managers and FP&A leads at businesses that have grown past their reporting tools. If month-end still starts with a download from Sage, this was written for you.
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