Task Management

 Cost Distribution

Financial Close Task Management - Beyond Checklists & Status Calls

Orchestrate the entire month-end close with a centralized, automated close checklist. Taxilla delivers financial close task management software that brings structure, ownership, and real-time visibility to every close activity-across teams, entities, and geographies. Unlike standalone close trackers, Taxilla's close task management is natively integrated with Account Reconciliation, AI Transaction Matching, Journal Entry Management, Financial Reporting and the relevant solutions, enabling true end-to-end close orchestration.

The Challenge

Close Activities Are Disconnected from Accounting Outcomes

Most finance teams track close progress separately from the actual accounting work-creating blind spots and coordination gaps.

Manual Close Checklists
challenge1

Tasks exist in spreadsheets with no linkage to reconciliations, journals, or matching activities.

Disconnected Accounting Workstreams
challenge2

Reconciliations may be delayed, but close trackers don't reflect real accounting status.

Poor Dependency, Visibility
challenge3

Teams don't know whether downstream journals or reports can safely begin.

Limited Executive Visibility
challenge4

Controllers rely on calls instead of real-time close status dashboards.

Audit & Compliance Gaps
challenge4

No consolidated evidence tying task completion to accounting sign-offs.

Solution Overview

Built for Financial Close - Not Generic Project Tracking

Taxilla automates month-end close management as a core pillar of the Financial Close Suite. It acts as a close orchestration layer that is directly connected to accounting execution, governing tasks, dependencies, ownership, and approvals across:

  • Account Reconciliation
  • AI Transaction Matching
  • Journal Entry Management
  • Financial & Close Reporting
How it Works

Plan → Assign → Execute → Validate → Review → Close

Fully Automated End-to-End Process

Configure

Integrated Close Calendars & Task Templates

Define standardized close calendars with tasks directly mapped to reconciliations, journals, and matching activities-ensuring tasks represent real accounting work, not just reminders.

Configure Allocation Rules

Dependency-Driven Close Orchestration

Model dependencies such as: Matching → Reconciliation → Journal Posting → Review → Reporting Downstream tasks automatically wait until upstream accounting activities are completed.

Ingest & Transform Data

Role-Based Assignment & Ownership

Assign preparers, reviewers, and approvers consistently across tasks, reconciliations, and journals-maintaining segregation of duties.

Review & Approve

Workflow & Approval Automation

Task completion is validated against actual accounting status (e.g., reconciliation approved, journal posted).

Post & Integrate

Real-Time Close Visibility

Controllers and CFOs get a unified view of close progress across tasks and underlying accounting activities.

Key Benefits

Tangible Outcomes for Your Finance Team

30-50% Faster Month-End Close

Automated dependencies eliminate coordination delays across accounting workstreams.

Single Source of Truth for Close Status

Tasks reflect real progress in reconciliations, matching, and journals-not manual updates.

Stronger Controls & Audit Readiness

Task completion is backed by accounting evidence and approvals.

Reduced Fire Drills at Month-End

Issues are identified early when upstream tasks slip.

Designed for Shared Services & Global Teams

Centralized orchestration with distributed execution.

Module Capabilities

Features Deep-Dive

Modern

Automated Close Checklists Linked to Accounting

Each task is connected to a reconciliation, journal, or matching process.

Modern

Close Task Dependency Management

Dependencies span modules-not just tasks-ensuring logical close sequencing.

Intercompany Chargeback & Billing Automation

Close Calendar Automation

Global close calendars with entity-level flexibility.

Multi-Layer Workflow Collaboration

Workflow, Escalations & SLAs

Auto-escalate when reconciliations or journals miss deadlines.

Multi-Layer Workflow Collaboration

Task-Level Evidence & Commentary

Attach reconciliation reports, journal support, and explanations directly.

Multi-Layer Workflow Collaboration

Close Performance Analytics

Track cycle time, bottlenecks, and recurring delays across modules.

This turns close task management into a true orchestration engine, not a passive checklist.
Technology Advantage

Native Integration with Financial Close Modules

  • ERP-Agnostic Architecture

    Continuous Close Management

    Supports daily matching, rolling reconciliations, and progressive close.

  • Continuous Processing Model

    Audit-Driven Close Management

    Every task is backed by timestamps, approvals, and accounting evidence.

  • Unified Intercompany Sub-Ledger

    ERP-Agnostic Architecture

    Works seamlessly across SAP, Oracle, NetSuite, Dynamics.

  • No Spreadsheets. No Custom ERP Code

    No Spreadsheets. No Custom ERP Code.

TechnologyAdvantage
Integrations

Seamless Integrated Across Your Ecosystem

Taxilla integrates with:

ERPs

ERPs

Operational Sources

Operational Sources
Industry Use cases

Trusted By Global Shared Services

Global Shared Services Center

Centralized orchestration across reconciliations, journals, and reporting-reducing close by 4 days.

Retail & Consumer Goods

Linked bank matching, accrual reconciliations, and journals into a single close calendar.

Manufacturing Enterprise

Coordinated operational accruals, inventory adjustments, and financial close tasks.

Technology & SaaS Company

Continuous close enabled through integrated matching, reconciliation, and journal workflows.

Pricing & Plans

Transparent Pricing for Every Stage of Growth

Taxilla pricing scales with your allocation complexity and transaction volume-ensuring you pay only for what you use.

Essentials

Mid-market teams

  • Up to 5 entities
  • Up to 300 Close Tasks per Period
  • Tasks only Integrated Modules
  • Basic Task Dependency Management
  • Standard Workflow & Approvals
  • Limited Escalations & SLAs
  • Basic Real-Time Close Dashboards
  • Limited Audit Evidence & Traceability
  • Email support
  • Shared Services Support

Enterprise

Global conglomerates

  • Up to 40+ entities
  • Unlimited Close Tasks per Period
  • Full Close Suite Integrated Modules
  • Multi-level Task Dependency Management
  • Threshold-based Workflow & Approvals
  • Advanced Escalations & SLAs
  • Executive Real-Time Close Dashboards
  • Centralized Audit Evidence & Traceability
  • Dedicated CSM support
  • Shared Services Support
FAQ's

Frequently Asked Questions

How is this different from generic close checklists or PM tools?
Taxilla is natively integrated with reconciliations, matching, and journals-so tasks reflect actual accounting completion, not manual status updates.
Can tasks automatically reflect reconciliation or journal status?
Yes. Tasks update based on underlying module completion and approvals.
Does this support continuous close?
Absolutely. Tasks can run daily, weekly, and continuously throughout the period.
Is it suitable for shared services and GBS models?
Yes. Centralized orchestration with distributed execution and accountability.
Does it support audits?
Every task is linked to accounting evidence, approvals, and timestamps.
How long does implementation take?
Typically 2-4 weeks, depending on task volume and module integrations.

Move beyond ERP limitations and spreadsheets.

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