Introducing Chart Health Advisor for Financial Edge NXT®

Justin Ward

Your chart of accounts is the foundation of your financial management system. Every transaction, report, budget, and financial decision depends on a well-organized chart structure but as organizations grow and evolve, charts of accounts can become increasingly complex.

Dormant accounts, unused segment values, and legacy configurations can accumulate over time, making reporting more difficult and increasing the effort required to maintain financial data.

That's why we're excited to introduce Chart Health Advisor for Financial Edge NXT®.

Chart Health Advisor helps you better understand and manage your chart of accounts by providing clear visibility into its overall health directly within Financial Edge NXT.

Rather than manually auditing your chart or relying on external reviews to identify cleanup opportunities, Chart Health Advisor analyzes your chart structure and highlights areas that may be affecting reporting efficiency, usability, and data quality. You'll receive an overall health score along with actionable insights designed to help you identify opportunities for improvement.

Turn Insights into Action

Chart Health Advisor doesn't stop at identifying potential issues. It also provides prioritized recommendations and guided remediation workflows that help you address findings with confidence.

With these tools, finance teams can:

• Reduce chart complexity
• Improve reporting efficiency
• Strengthen chart governance
• Increase data consistency and quality
• Maintain a cleaner, more sustainable accounting structure

By simplifying chart maintenance, organizations can spend less time managing configurations and more time supporting the mission-critical work that drives impact.

Whether you're preparing for an audit, looking to streamline financial reporting, or simply seeking greater visibility into your accounting structure, Chart Health Advisor helps you make informed decisions about your chart of accounts.

With ongoing insights into chart health, you can proactively manage complexity, improve data integrity, and build a stronger foundation for financial management over time.

Learn More

Want to see Chart Health Advisor in action?

Review the Chart Health Advisor Tutorial and watch the Chart Health Advisor OnDemand webinar to learn how the solution can help your organization maintain a healthier chart of accounts and improve financial management efficiency.

Stay tuned for additional resources and best practices as we continue to help organizations get the most from Financial Edge NXT.