Adra Task Manager: Automated Close Task Management
By standardizing detailed task lists and controls in a central library, everyone on your accounting team will know what needs to be done every step of the way.
Improve Visibility into Your Financial Close Process
Trintech Adra Task Manager gives finance teams a single place to manage the entire close process – from checklists and task assignments to real-time status updates. AI-generated task lists automatically create structured, step-by-step checklists based on task descriptions – helping ensure nothing is missed and reducing the need to build workflows from scratch. With clear ownership, built-in controls, and full visibility across the close, teams can stay on track and move through the close with confidence.
Reduced Time Spent in Meetings
Continuous Monitoring of Task Statuses and Due Dates
Enforcement of Best Practices and Internal Controls
See Adra Task Manager in Action
Watch this on-demand demo to see how Adra Task Manager can provide better visibility in your financial close through centralized checklists and dashboards.
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Standardized, Monitor and Stay on Track
When tasks are scattered across spreadsheets and status updates live in inboxes, things fall through the cracks. Adra Task Manager replaces that fragmented approach with centralized checklists, real-time dashboards, and automated alerts — giving every team member clarity on what's due, what's done, and what needs attention right now.
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.
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.
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 Task Manager, the team was using Excel spreadsheets. Now everyone is forced to use a standardized process and management has full access and insight into everything that is happening."
"Adra Task Manager helps the teams track when their reports are due and gives them the ability to segregate those tasks by frequency. The team is provided with exactly what they need in a standardized format, so they aren’t wasting time chasing items down during the period end close."
"The ability of Adra Task Manager to inform the next person down the line of what is due has been extremely helpful and has allowed us to be much more consistent on our days to close and much more efficient in our closing process."
