Coworkers talking at a desk in an office

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

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.

Clock icon

Reduced Time Spent in Meetings

Calendar icon

Continuous Monitoring of Task Statuses and Due Dates

Graph icon

Enforcement of Best Practices and Internal Controls

Two coworkers comparing financial close reports.

See Adra Task Manager in Action

Watch this on-demande demo to see how Adra Task Manager can provide better visibility in your financial close through centralized checklists and dashboards.

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.

Our Latest Insights and Resources for a Faster Close

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