+300 reviewsAutomate Close Management Tasks with Planful and Trintech
Streamline task management and improve efficiency with powerful automation tools. Adra Task Manager by Trintech focuses effort to drive faster month-end cycles.
Transform How You Manage Your Month-End with Adra Task Manager
Streamline the review and assignment of tasks during the month-end close process with the Adra Platform. It’s fully integrated with your messaging systems and equipped to provide a comprehensive audit trail, ensuring teams are efficient.
Automate Workflows
Automatically assign tasks and reviews and set up triggers to mark tasks as complete, so teams know where to focus their efforts.
Bias for Action
Enable comprehensive process orchestration with task lists, due dates, dashboards, and status updates.
Full Audit Trail
Automatically track assignments and completion dates with audit trails that help improve processes and enhance accountability.
Integrated Reminders
Collaborate with task owners where they work via Slack, Teams, and email so everyone is on track.
“There’s a constant set of checks and balances to ensure all components of our close process are done correctly and on time. And, we can rely on Planful as the system of record for auditing, too, because we trust the data.”
Streamline Every Month End
Understand estimated completion times and find efficiencies that help keep everyone focused on the close instead of managing process details. Adra Task Manager can also be used for month-end, quarter-end, year-end, or audit checklists.
Create Repeatable Workflows
Work smarter knowing close processes are on track with checklists so that decision-makers get faster access to critical data. Ensure clear and concise instructions to create ownership and accountability.
Focus Time
Give teams the freedom and flexibility to focus on more valuable efforts, while ensuring crucial tasks aren’t missed. Notifications and alerts help make it easier for users and teams to collaborate more efficiently.
Get Started With Adra Task Manager
Discover the power of Planful and Trintech and automate your month-end close processes.
Get Started with Planful
- How much time will you save?
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- How will your finance team evolve?
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