Story
Costco Brings Financial Close onto Infor
Costco, a consumer staples organization in the United States, uses Coleman AI from Infor to support record to report for controllers and shared services.
Value results
| Category | Value result |
|---|---|
| Capability | Financial close can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial close |
| Capability | Record to report stays visible to adjacent teams through Coleman AI |
Story
Inside Costco, record to report used to depend on whoever still had the latest file. That pattern is common in consumer staples groups working out of the United States. Controllers and shared services needed a system that would still make sense after the original project team moved on.
Costco uses Coleman AI from Infor as the working layer for financial close. Infor delivers industry-specific cloud ERP and supply chain applications for manufacturing, healthcare, hospitality, and distribution. The practical change is simple: record to report has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Costco gets from Infor is a durable place to run record to report and a way for controllers and shared services to see the same financial close at the same time.