Capitalize Analytics and Fluence Technologies Partner to Bring Financial Close Solutions to Clients 

Dallas, Texas and Toronto, Canada, April 4, 2023 – Capitalize Analytics, a leading data analytics firm, and Fluence Technologies, a leader in financial close, consolidation, and report management solutions announce a strategic partnership. The two companies will be working together to offer comprehensive financial close management solutions to high-growth companies across various industries. 

Through the partnership, Capitalize Analytics and Fluence Technologies will combine expertise and resources to develop and deliver innovative financial close, consolidation, and reporting production solutions to help organizations increase confidence in the numbers, improve efficiency, and scale their business with ease. The partnership will provide clients with automated solutions that can help them conduct an efficient, agile, and autonomous close. 

“We are thrilled to partner with Fluence Technologies and bring our state-of-the-art solutions to clients across North America,” said Brian Zahn, Managing Partner of Capitalize Analytics. “Their expertise in software development and automation aligns with our vision of streamlining financial consolidation and financial close processes for our clients.” 

Fluence Technologies CEO, Michael Morrison added, “This partnership is a natural fit for us combining Fluence’s modern technology with the deep-rooted CPM expertise at Capitalize. Together, we will deliver an end-to-end financial close management platform to help growing firms achieve greater efficiency and scale their businesses with ease.” 

Capitalize Analytics and Fluence Technologies will provide a comprehensive suite of financial consolidation and financial close solutions, including automated journal entries, intercompany reconciliation, account reconciliation, financial reporting, and disclosure management for companies across various industries including mining, construction, oil and gas, energy and utilities, and manufacturing. 

The partnership is expected to drive growth for both companies and support modern finance teams seeking advanced close management solutions to make smarter decisions faster and achieve their business objectives. 

About Capitalize Analytics 

Capitalize Analytics helps organizations implement software, automate processes, and analyze data. Their team brings decades of experience to every project as they work with best-in-class technology vendors, like Alteryx, BlackLine, UiPath, Tableau, Snowflake, ABBYY, Workday Adaptive, and others. Their clients can be found coast to coast in the US and Canada. Capitalize Analytics is SOC 2 Type II certified and works with small startups and some of the largest companies in the world to increase their efficiency using data automation technology. Their offerings include predictive modeling, data visualization, and data management and can help every functional area including Accounting, Tax, FP&A, Audit, HR, Marketing, Operations, and any group that is struggling with data or manual processes. For more information, please visit 

About Fluence Technologies 

Fluence Technologies puts control in the hands of finance and accounting teams so they can close faster, report with confidence, and do more with less. Only the Fluence financial close, consolidation, and report management platform delivers an enterprise-grade, out-of-the-box solution for modern, high-growth companies. Truly cloud-based and finance-owned, Fluence’s no-code approach means accelerated time to value and immediate adoption. Welcome to Fluence where we close early.