AI Close Task Tracking Software
Orchestrate a faster, more reliable financial close cycle with a centralized close process automation solution that delivers real-time visibility in the month-end close.
- 75% shorter time to close and a smoother close
- 30% reduction in time spent preparing and completing the close
- 60% reduction in time to support external auditors
Close Task Management for Accountants & Finance Leaders
Month-End Checklist
Streamline and centralize month-end close checklists, ensuring every task is assigned, tracked, and completed on time using close task tracking software for a faster, more accurate close.
Operational Workflow Optimization
Orchestrate complex financial workflows across teams, automating handoffs and standardizing processes to reduce key personnel dependencies and improve efficiency, accuracy, and auditability.
Standardize Shared Services Center (SSC) Activities & Calendars
Centralize and standardize SSC calendars, tasks, and workflows so global teams operate consistently and efficiently across entities and locations.
Close Readiness for Mergers & Acquisitions (M&A)
Prepare for and manage the increased financial complexity of M&A activity by standardizing close tasks, maintaining compliance, and ensuring timely access to critical documentation.
Environmental, Social, and Governance (ESG) Task List
Deploy a structured workflow for managing ESG reporting tasks, ensuring data completeness, accountability, and timely preparation for evolving regulatory requirements.
Real Results. Real Impact.
The Dallas Cowboys Score a Faster Financial Close
Highlights
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Real-time close task dashboards provide full control and visibility into the month-end close
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Achieved time savings throughout the month-end close
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Improved morale and productivity across accounting team and eliminated the need for micromanagement
The ability of [Trintech] to inform the next person down the line of what was due has been extremely helpful and allowed us to be much more consistent on our days to close and much more efficient in our closing process.
Read Case StudySelectQuote Gains Complete Visibility and Control into Their Reconciliation and Financial Close with Trintech
Highlights
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Real-time dashboard provides full visibility and control across 300 accounts and 200 tasks
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Complete documentation trail makes it easy for auditors to find what they need
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Time savings throughout the month-end close with removal of manual work
A central dashboard showing us 15 accounting professionals are working on a checklist of 100 items allows us to clearly see whether a task is a dependency for something else or if there are any blockers, so the visibility was a huge win.
Read Case StudyCoty Achieves Global Process Standardization and Significant FTE Savings with Trintech
Highlights
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Process Standardization: Tasks categorized based on month-end and non-month-end for streamlined reporting and task status tracking
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Global Calendar Alignment: Standardized task checklist timelines across the organization to improve organizational reporting
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Cost Savings: Streamlined process for reduced manual effort that resulted in approximately 15 FTEs saved
Trintech has played a critical role in Coty’s financial transformation with Accenture, streamlining their financial close processes, reducing manual efforts, and driving value across the organization.
Read Case StudyStreamline Your Close with Trintech Close Task Management Software
Centralized Task Lists & Checklists
Standardize all close activities in one central checklist so everyone knows what needs to be done, when, and by whom. A single source of truth replaces scattered spreadsheets and manual to-do lists, ensuring each team member understands their role without the need for time-consuming status calls or emails.
Real-Time Status Tracking & Dashboards
Get instant visibility into the progress of the financial close through real-time close task dashboards that provide continuous, real-time feedback and status updates for every task. This allows controllers and CFOs to quickly spot bottlenecks or delays that need immediate attention.
Automatic Alerts & Notifications
Stay on top of deadlines with proactive alerts that trigger notifications to the appropriate stakeholder as soon as a task is completed, or if a task is approaching or past its due date. Taking this one step further, AI can predict delays, highlights dependencies, and flags high-risk tasks. These alerts ensure nothing falls through the cracks and issues can be resolved before they impact the close timeline.
Task Dependencies & Workflow Automation
Ensure tasks are done in the proper order every time by defining dependencies between tasks, so that certain activities cannot start until their prerequisite tasks are completed. This workflow eliminates manual hand-offs and prevents steps from being skipped or done out of order.
Centralized Documentation & Audit Trail
Attach workpapers, policies, and procedure documents directly to each task and store them in organized folders, creating a clear audit trail and streamlining compliance and audits. This eliminates version control issues and scattered files.
Approvals and Controls (Built-In Compliance)
Strengthen internal controls with built-in approval workflows and role-based task assignments. Separation of duties is embedded into the task management process – assign tasks to preparers and require a secondary review or approval before closure, or require electronic sign-offs and certifications by managers to ensure that every critical step is reviewed and completed with proper oversight.
“The partnership with Trintech really has been important in helping us figuring out how to adjust our processes and approaches to better work in this virtual environment.”
“It has been great to standardize the reconciliation process within our companies and have a strict Quality Assurance process in place. In 3 years with Trintech, we have improved our QA pass rate from less than 10% to over 96%.”
“Managers now have visibility into how our close is progressing and can get ahead of bottlenecks before they become larger roadblocks. They’re also able to set due dates, which helps our teams stay on track.”
“[With Trintech], we're really getting that real-time view into how people are doing on their close tasks. We've shortened our close by a few days over the last year and a half to two years. It has been a huge win for us to be able to shorten that close time and get our numbers reported quicker and more accurately.”
Financial Close Management for Any Industry
Featured Content — AI Close Task Management
Frequently Asked Questions
What is Close Task Management?
Close Task Management software organizes and automates financial close activities, ensuring tasks are completed on time, with accountability and transparency. Close task management software provides a standardized process that is documented and repeatable, resulting in a more efficient close with fewer surprises, smoother onboarding, and more balanced distribution of work.
Can workflows be customized?
Yes. Workflows are fully configurable to match your organization’s structure, approval hierarchy, and reporting requirements.
Can multiple entities use the same platform?
Yes. The system supports multi-entity environments, centralizing task management across regions and subsidiaries.
Does Trintech’s close task management integrate with reconciliation and journal systems?
Yes. Trintech’s close task management connects seamlessly with reconciliation and journal entry modules, providing a unified close management experience.
How does Trintech’s close task tracking software reduce close cycle time?
Trintech’s close task tracking software reduces close cycle time by automating task dependencies and notifications; it standardizes and accelerates workflows, reducing manual follow-up and overall close duration.
What reporting capabilities are available?
Trintech’s close task management offers role-based dashboards and progress reports provide real-time insights into close status, ad hoc exceptions, and bottlenecks.
How does Trintech’s close task tracking software help auditors?
Trintech’s platform provides complete documentation, sign-offs, and time-stamped records, with supporting evidence housed in a central repository, ensuring audit readiness and transparency.