Adra Task Manager: Automated Task Management

Bring your team’s knowledge and wisdom together in a centralized library. By standardizing detailed task lists and controls, everyone on the Finance and Accounting team knows what needs to be done every step of the way.

Improve Visibility Into Your Financial Close Process

Adra Task Manager automatically monitors and documents the progress of each item to be completed during the month-end close. Save time by standardizing tasks, improving the flow of information, and adopting best practices across all team members.

From centralized checklists and task libraries to status updates, Adra Task Manager is a single source of truth to manage the financial close process. Checklists ensure everyone on the accounting team understands their role, increasing morale and avoiding confusion without the need for time-consuming calls or meetings. Built-in separation of duties and stronger internal controls mean you can assign work with confidence, reassigning as needed to avoid gaps and bottlenecks. When integrated with the rest of the Adra Suite, Task Manager simplifies the close process through automation and system-prepared parent tasks and subtasks.

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Reduced time spent in meetings

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Continuous monitoring of task statuses and due dates

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Enforcement of best practices and internal controls

Two coworkers comparing financial close reports.

Adra Task Manager in Action

Learn more about how Adra Task Manager can provide better visibility in your financial close through centralized checklists and dashboards in this on-demand demo.

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Centralized Checklists and Libraries

With Adra Task Manager you can build standardized task lists with clear and concise instructions to create ownership and accountability. Create folders for accounts receivable, accounts payable, accruals, cash, and other major accounts to keep documents organized and eliminate clutter. Setup includes documenting policies and procedures to ensure universal adoption.

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Built-In Dashboards

To communicate information clearly and efficiently, Adra Task Manager presents data in a visual context. Its dashboards provide real-time feedback and actionable insights, allowing managers to check progress anytime, anywhere and identify issues that need immediate attention.

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Notifications and Alerts

Adra Task Manager provides transparency into the close process, making it easier for users and managers to collaborate more efficiently. Additionally, notifications and alerts keep everyone on track by automatically triggering when a task is completed, and comments are archived to streamline communications.

Prior to Adra, the team was using disparate Excel spreadsheets, so the overall process was being performed very differently across the team. Now, with Adra, everyone is forced to a standardized process and management has full access and insight into everything that is happening.”

Leandra Koester, Accounting Manager RE/MAX

Our Latest Insights And Resources For A Faster Close

Improve your close task management with our thought leadership, product guides, events, and more.