Introduction to Lineos Platform

Lineos is one connected platform that gives you a single line of sight across the full finance workflow, with AI that surfaces the insights that drive action. Shared security, company configuration, and a common UI run across every module.

Lineos brings together the following modules:

• Financial Planning: Plan and forecast using the same data that closes your books.
• Close & Consolidation: Run your close on a defined process.
• Account Reconciliation: Automate financial account reconciliations with confidence scoring and a full audit trail.
• Disclosure Management: Manage everything from narrative drafting to regulatory filing, with XBRL tagging built in.
• Reporting Intelligence: Analyze financial data and reports with built-in intelligence.

For more information on the modules, see the Lineos Help Center.

The platform provides the following:

• Single sign-on: Sign in once to access all your licensed modules. This also extends to Community Central, where you can connect with other data professionals and share insights.
• Global home page: A starting point for all your modules.
• Module switcher: Move between modules from one menu.
• Common administration: Manage users and licenses for every connected module from one screen.
• Consistent design: Every module shares the same look and feel.