Purser Demo

Financial Management

Financial close, variance analysis, and compliance tracking for state agencies. Purser runs the monthly close cycle with submission tracking, review queues, and Harbor integration for grant program reconciliation.

Monthly
Close Cycle
Variance
Analysis
Compliance
Tracking
Harbor
Integration

Financial Close & Compliance

Monthly Close

Run your fiscal close cycle with submission tracking, review queues, and automated reminder workflows.

Variance Analysis

Track budget vs. actual at every grant program level with drill-down to source transactions.

Compliance Tracking

Manage federal and state compliance obligations with template-driven checklists and audit trails.

How It Works

1
Configure Periods

Set up fiscal periods, grant programs, and compliance schedules.

2
Track Submissions

Monitor monthly close packages from agency submitters.

3
Review & Approve

Variance analysis flags exceptions for fiscal officer review.

4
Close & Audit

Lock periods, generate reports, and maintain a full audit trail.