Month-end close is a team effort. But when tasks are tracked in spreadsheets and status updates happen over email, it’s hard to know what’s done, what’s late, and what’s at risk. Adra Task Manager by Trintech gives your team one place to automate financial close: tasks assigned, tracked, and completed in one workflow.
Set up your close workflow once and Adra Task Manager assigns tasks, triggers reviews, and routes approvals automatically as the close progresses.
Build actionable checklists
Create standardized close checklists so every team member knows what they own and what done looks like. No ambiguity, no missed steps.
Track the close without asking for updates
See task status across the entire close in real time. Know what's complete, what's overdue, and what's at risk before it becomes a problem.
Stay connected where your team works
Notifications and reminders go out via Slack, Teams, or email so nothing falls through the cracks.
“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.”
Johann Cabe, Vice President of Financial Planning Analysis Ferraro Foods
When tasks are managed over email and spreadsheets, every month looks different depending on who’s paying attention. Adra Task Manager standardizes the process: same tasks, same sequence, same owners every cycle. The close runs consistently whether it’s a routine month or a hectic one.
No more chasing people for status
During close, controllers spend hours asking for updates. Adra Task Manager shows the status of every task in real time so the question is never “are we done yet?” – it’s “what still needs attention and who owns it.”
An audit trail built into the process
Audit documentation is usually assembled after the fact. In Adra Task Manager, every task completion, review, and sign-off is logged automatically as the close happens. When auditors ask what was done and when, the record is already there.
Get started with Adra Task Manager
See how Planful and Adra bring order to your close checklist.
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