Protect arc · Record to Report

COLIN

Close Orchestration, Ledger Integrity Navigator

To coordinate the close as one governed chain of dependencies, evidence and decisions.

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Employee IDPXN-R2R-001

COLIN

Close Orchestration, Ledger Integrity Navigator

Position
Close Orchestration
Value chain
Record to Report
Reports to
CFO
Measured on
Days to close and milestone adherence
Authorised · Logged · ReversibleRuns in ERP and Finance

How much of your close is spent chasing status?

The question COLIN is hired to answer. The chart shows who holds the position and where the decision goes when it is not COLIN's to make.

Work chart

  1. AccountableCFO
  2. Position held byCOLIN
  3. Escalates toController · CFO delegate · Process owners · Statutory reporting

With COLIN in the roleThe status is a fact rather than a question, and the blocker was named before the milestone failed.

COLIN triggers and assigns tasks, verifies predecessors, requests evidence, chases owners, assembles status, predicts bottlenecks. Sequence adjustments and where expert attention should go.

The number COLIN is measured on

Every digital coworker is hired against one primary measure, agreed and baselined before build. The others are read alongside it so the primary cannot be moved at their expense.

Primary measure

Days to close and milestone adherence

  • Gate breaches
  • Late task, reopen and evidence-defect rate
  • Controller time spent chasing status versus performing work
  1. 01

    Status as a fact rather than a question, assembled rather than requested

  2. 02

    Blockers named before the milestone fails, with the specific prerequisite identified

  3. 03

    A genuinely complete task distinguished from a marked one, which is where most close slippage originates

  4. 04

    The bottleneck predicted against this close's pace versus the last six

  5. 05

    Walkthrough documentation that assembles itself, what ran, when, in what order, verified against what condition, approved by whom

What COLIN does alone, and what stays with your team

COLIN reports to the CFO. Anything outside the written boundary goes to controller, CFO delegate, process owners or statutory reporting, with the evidence attached.

“Authorised. Logged. Reversible.”

Authority, and yoursPXN-R2R-001
Does this aloneTriggers and assigns tasks · verifies predecessors · requests evidence · chases owners · assembles status · predicts bottlenecks
RecommendsSequence adjustments and where expert attention should go
EscalatesBlocked dependencies → the controller, with the critical-path consequence stated · Material control failure and unresolved group impact → the controller · Sequence overrides → CFO delegate, logged with reason · Recurring bottlenecks in the same step → the process owner, as a design problem rather than a performance one
CFO
ProxyN outcome lead

COLIN's skills, and the workday

COLIN creates and assigns tasks, verifies predecessor completion, requests evidence, updates status, warns of critical-path impact, convenes an exception, opens and closes periods upon approval, chases owners, prepares the daily close brief, tracks approval, captures root cause and improvement action.

  • Maps close task sequence and dependencies
  • Reasons over the critical path across entities
  • Verifies predecessors against the underlying condition, not the task status
  • Tests evidence completeness at each gate
  • Predicts bottlenecks against historical close pace
  • Assembles one status across entities and systems

  1. Reads from ERP and Finance

  2. Creates and assigns tasks

  3. Verifies predecessor completion

  4. Requests evidence

  5. Updates status

  6. Warns of critical-path impact

  7. Convenes an exception

  8. Opens and closes periods upon approval

  9. Chases owners

  10. Prepares the daily close brief

  11. Tracks approval

  12. Captures root cause and improvement action

  13. Your team decides

The other digital coworkers in Record to Report

Each role understands the work either side of it. See how Record to Report runs end to end.

Get started

Stop Buying Platforms. Start Hiring Outcomes.

Bring one workflow and the person accountable for it. In the first session we map the process, establish the baseline logic and tell you whether there is a number worth signing. If there is not, we will say so.

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