Alper Tayfur 2H AGO

I recently built a month-end close workflow in Awish for a client at a finance company. The problem was not creating the final report. The real bottleneck was collecting data from different systems, checking what was missing, reconciling totals, chasing exceptions, and getting the report to the right people. I built the entire process in Awish by describing what I wanted. Step-by-step: 1. I opened the Awish chat and wrote: “At every month-end close, collect journal entries, invoices, vendor bills, and financial records from NetSuite together with reporting workbooks from Excel and SharePoint. Check submission completeness, reconcile totals across sources, identify missing data or unusual variances, prepare the management-reporting workbook, send unresolved exceptions to Finance in Microsoft Teams for approval, and once approved export the final report to PDF, store it in SharePoint, and distribute it through Outlook.” 2. Awish understood the request, planned the workflow, and selected NetSuite, Excel, SharePoint, Microsoft Teams, and Outlook for the required steps. 3. I reviewed the plan, connected the client’s accounts, and approved the automation. 4. At month-end, Awish pulls the required financial data and reporting files, checks whether anything is missing, reconciles totals, and flags unusual variances. 5. It updates the management-reporting workbook and sends only the unresolved exceptions to the Finance team in Microsoft Teams. 6. Once Finance approves the exceptions, Awish finalizes the report, exports it to PDF, stores it in SharePoint, and sends it to the authorized recipients through Outlook. The useful part is that Finance no longer has to spend most of the close manually collecting and checking information before making a decision. The repetitive reconciliation work is handled automatically, while the team retains control over unexplained exceptions and the final report. Trigger → Analyze → Approval → Action Month-end close → Reconciliation \u0026 variance checks → Finance approval → Final report \u0026 distribution