Unique OneStream Solutions Delivered to Our Customers
Financial Close Automation for Accuracy, Control, Speed
Are You Tired of Struggling With:
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Manual reconciliations and last-minute fixes
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Email-driven tasks and unclear owners
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Audit evidence that takes days to produce
Start the Conversation
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Nova Advisory: Your Trusted OneStream Diamond Implementation Partner
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Close Faster. Prove Accuracy.
Automate reconciliations, journals, and workflows on OneStream to shorten the close and strengthen controls.
- Standardized reconciliations with exception handling
- Policy-driven journals and approvals
- Task orchestration with real-time status
- Audit evidence available on demand
Built for your chart, entities, and policies by Nova Advisory.
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A Dedicated Partner for Financial Close Automation
At Nova Advisory, a OneStream Diamond Partner, we build a close that is predictable, auditable, and easy to run. We align the platform to your chart, entities, and policies, then standardize the work your team does every period.
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Reconciliations & Journals
Auto-match accounts with clear exception queues, ownership, and certifications. Use rules-based journals with validations and approvals so entries post correctly the first time.
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Intercompany & Consolidation
Match intercompany activity, resolve differences fast, and eliminate transparently. Support multiple hierarchies, FX, and post-close adjustments without chaos.
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Workflow, Controls & Evidence
Orchestrate tasks with owners, dependencies, and SLAs. Capture sign-offs and maintain a complete audit trail so evidence is available on demand.
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Enablement & Ongoing Support
Train admins and users, document the design, and keep improving with SMART managed services so your close stays fast as the business changes.
80+
Certified OneStream Consultants With 20+ OneStream Architects
Dozens
of Customers Supported Through SMART With a Named Administrator
20+
Years of Industry Experience in All of Our Partners
How We Deliver Financial Close Automation
We align OneStream to your chart, entities, and policies, then standardize the work your team does every period.
1) Assess & Map the Close
Document the current calendar, reconciliations, journals, intercompany flows, data sources, risks, and quick wins.
2) Configure & Orchestrate
Set up reconciliations with ownership and certifications, rules-based journals with validations and approvals, intercompany matching and eliminations, task workflows with dependencies and SLAs, close dashboards, and evidence capture.
3) Enable & Hand Off
Train admins and users, provide documentation, support go-live, and plan phased improvements with SMART managed services.
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Nova Advisory: Redefining the Close with Smart, Scalable Automation
At Nova Advisory, we bring more than tools—we bring transformation. As a OneStream Diamond Partner with over 200 successful projects, we help finance teams streamline close cycles, improve accuracy, and free up time for strategic work.
Here’s how we help clients close faster and smarter:
- Finance-Led Strategy: We align automation with your real-world close processes, team structure, and compliance requirements—not just your software architecture.
- Deep OneStream Expertise: From journal entry automation to real-time dashboards, we implement purpose-built solutions on the industry's most trusted CPM platform.
- Proven Client Impact: Clients experience more efficient close cycles, greater transparency, and stronger internal controls—with less manual effort and fewer reporting delays.
- Post-Go-Live Support: Through the SMART program, Nova Advisory provides ongoing optimization, training, and administration so the platform evolves with your business.
Automation should simplify the close—not add complexity. That’s where Nova Advisory excels.
FAQs About Financial Close Automation
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How long does implementation take?
Most financial close automation projects take 3 to 6 months, depending on the complexity of your systems and processes. A phased rollout can deliver early wins while minimizing disruption.
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What systems can it integrate with?
Close automation tools can integrate with most major ERP systems (Oracle, SAP, Microsoft Dynamics, NetSuite) as well as legacy systems, using APIs or data connectors.
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What’s the ROI timeline?
Many organizations see a return on investment within 12 to 18 months, through faster close cycles, reduced errors, and improved team efficiency.
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What’s the difference between close automation and CPM?
Close automation focuses specifically on streamlining the financial close process. CPM (Corporate Performance Management) includes close, but also covers planning, forecasting, reporting, and broader performance management.
Listen to The CPM Customer Success Podcast
For Finance Leaders Ready to Move Forward
CPM Customer Success, hosted by Nova Advisory’s Andy Smetana, is your guide to what’s possible. Each episode features real finance leaders sharing how they left behind outdated processes, overcame complexity, and took control of their performance management with OneStream.
Organizations that trust Nova Advisory to Optimize Their OneStream Platform
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Ready to Make Your OneStream Investment Count?
As a trusted OneStream Diamond Implementation Partner, Nova Advisory brings the strategic guidance and technical expertise to ensure your system delivers measurable results — from faster closes and better planning to leadership-ready insights.
- Faster financial close cycles
- Streamlined and automated reporting
- Real-time, leadership-ready insights
- Improved planning and forecasting accuracy
- Reduced manual work and process inefficiencies
- Confidence in data integrity and decision-making
- A OneStream platform fully aligned to business needs