As we head into year-end, many teams are gearing up for one of the busiest reporting cycles of the year. Cube Workflows can help you run a cleaner, faster, and more predictable close—without the last-minute scramble.
Whether you're finalizing accounts, preparing for audits, or coordinating across departments, Cube gives you visibility, structure, and control when it matters most.
Here’s how you can make the most of Workflows this season:
CENTRALIZE AND STREAMLINE YOUR CLOSE
Improve visibility and reduce risk with a fully centralized checklist
Build a structured, step-by-step year-end close checklist complete with task owners, deadlines, and attachments. Keep everything in one place, eliminate version confusion, and ensure every step of the close is accounted for.
ASSIGN TASKS AND KEEP TEAMS ALIGNED
Ensure nothing slips through the cracks during close
Assign tasks, track progress, and add context or commentary as needed—even when multiple teams are involved. Automated task notifications and status visibility keep everyone accountable and help reduce delays.
✨ NEW: DUPLICATE WORKFLOWS WITH ONE CLICK
Stop starting from scratch every time you need a new workflow
Our newest update lets you copy an entire workflow—tasks, owners, attachments, and all—in seconds. Perfect for those processes you run regularly—like financial close cycles, quarterly reforecasts, or annual planning—where the steps are similar but the details change.
Use Duplicate Workflows to:
- Clone your year-end close workflow for monthly closes
- Build next year’s close process in an instant
- Maintain consistent processes across time periods and teams
Whether you're running the same process monthly or adapting a workflow for a new department, you'll spend less time on setup and more time collaborating.
Want personalized guidance?
If you’d like a quick walkthrough of how your team can use Workflows to speed up year-end close and improve cross-functional coordination, please reach out to your Account Manager. Most teams are up and running in just 15 minutes—and we're here to help you unlock that efficiency right away.
Have feedback or feature ideas? Tell us what you'd love to see next.