Standardize finance processes
with Adra Task Manager
Does your finance department struggle to control all recurring processes in a finance department, workgroup or subsidiary? These might include financial close, checking and paying VAT and fees, tasks and documentation for auditors, internal controls or other regularly recurring finance tasks.
This is where Adra Task Manager helps you and your finance department manage continually recurring processes.
Manage finance processes more efficiently with Adra Task Manager
At last, you can create optimized processes performed the same way every time, month after month, with full traceability. Internal controls and auditors will be delighted. Once you have created policies and processes that work for your organization, efficiency and productivity increase. You free up time for other tasks.
What is Adra, who is it for, and what value does it provide to users? Read more here
"We already use Adra Matcher and Adra Balancer, which significantly speed up and simplify our financial close. We recently implemented Task Manager as well, and now feel we have full control over close activities and have completely eliminated dependence on specific individuals. Adra gives us a good overview of all activities. One thing we really appreciate about Adra by Trintech is that all development is based on customer requests. You are incredibly responsive!”
Malin Alm, Finance Manager at Strömma Turism & Sjöfart
Task templates and a library of to-do lists
Create task lists once, then use them repeatedly or as an ad hoc list. Describe the purpose and how the work or task should be performed. Work and tasks can then be carried out as specified, month after month, year after year. New employees also know exactly how to perform the tasks.
Task lists
Choose from your task lists, such as your close calendar or budget process, and allocate the month’s work. You can also import a task list from a spreadsheet. Create dependencies, subtasks and checklists to ensure everything is actually completed correctly.
Day zero
You do not need to set a completion date for each task. Define a plus/minus relationship to the day the work must be complete – “day zero”. Set day zero for the entire task list, such as a month-end close, and every task on the list automatically receives the correct due date.
Task overview and dashboard
The advanced drag-and-drop dashboard gives you a graphical overview of everything you need to keep track of.
In-app and email reminders
Alerts and reminders ensure everyone knows what to do, when to do it and how – even on their smartphone.
Collaboration and validation
Upload documentation and attachments and comment on different tasks. The collaboration concept lets team members work together, for example by completing different tasks on the same task list or close calendar.
Control and risk management
Control your operational efficiency and financial reporting. Gain visibility and governance over control functions throughout your organization. Enforce and manage internal controls, minimize risk and verify compliance with laws and regulations.
