Adra Task Manager

Comprehensive automation software for your financial close tasks and controls

Adra Product Suite

Streamline your recurring financial processes – while ensuring a compliant and controlled period end

Does your company struggle to keep track of recurring processes across its teams and subsidiaries? With Adra Task Manager, you will see vast improvements to your financial close processes as you take full control of your internal workflows.

Task Manager is a purpose-built solution for all recurring processes and tasks within the Finance department to help you be as efficient and effective as possible during your period end. By allowing you to clearly define and easily execute your tasks, you can be sure that even your most complicated controls are firmly in place each step of the way. The solution can be used for all financial processes with recurring tasks and internal controls, such as tax reporting, audit request list, operational checklists and more.

Key Benefits

Adra Task Manager has a great number of benefits for all personnel involved in the month end close:

  • Build and Manage Processes – Create a streamlined process with consistent behavior and ensure that all tasks are completed
  • Efficiency – Enforce best practices, company policies and procedures to create standardized behavior and improved efficiency
  • Control and Risk Mitigation – Manage your internal controls and gain visibility of control tasks across your organization
  • Meet Deadlines – Reduce lead-time, increase the efficiency of your process and meet desired timelines
  • Segregation of Duties – Create controlled approval workflows and clear audit trails
  • Internal Control – Mitigate risk with stronger, more robust internal control
  • Collaboration – Improved team synchronization with reduced need for conference calls and meetings

Watch the full Adra Task Manager Preview video

Templates and Library

The task templates allow you to clearly outline each task, easily building in dependencies, sub-tasks, on-task checklists, and re-use them whenever needed. You can describe the purpose and procedures of each process or task to further ensure consistent behavior.

Zero-Day Concept

Task Manager automatically keeps track of the number of available work days and weekends before the task has to be ready. The solution allows you to define a +/- relationship towards a Zero-Day, such as the close date, instead of setting a specific due date for each task.

Dashboards and Task Overview

The built in dashboards provides graphical status insights and the overview you and your team need. The solution also contains an advanced and flexible task grid with drag-and-drop grouping possibilities.

Collaboration, Notifications and Alerts

The team-based concept makes it easy for different team members to collaborate on tasks. Alerts and reminders make sure that everyone knows not only what to do, but also precisely when and how to get it done successfully.

Workflow and Audit Trails

The approval workflow and built-in segregation of duties make it possible to ensure governance and control, and the audit trail is automatically created to ensure consistent tracking of every event within a procedure or task.

Mobile Task Management

You can stay on top of your tasks and processes at all times by using your smartphone or tablet to review tasks, certify them when they’re complete, review and approve when necessary or simply check the status of your team’s progress.

“We have had a hard time finding a flow system that can support our daily work flow and meet our other user requirements. With Task Manager we have found the complete solution, with which alternative solutions simply cannot be compared.”
Martin Tørnes, CFO, Fujitsu Denmark

Case Study

 
Case Study

Protector Insurance

Protector Insurance selected Trintech’s Adra Suite of solutions to improve and eliminate manual processes and increase automation to focus more time on value-added activities.

View Customer