Aico Closing Task Manager

Features & Subscriptions

Aico Closing Task Manager Professional subscription tier

Professional

Ideal for mid-size companies with several accounting teams involved in the close process.

Get up and running within 4 weeks.

Starts at €1500 / month

Get a quote

Templates

  • Standard header fields
  • Standard document structure
  • URL link for instructions

Workflows

  • Preparer role
  • 1 level of approval
  • Workflow selectable user groups

Automation

  • Automatic task creation and distribution based on configuration.

Monitoring

  • Standard closing list view
  • Standard closing dashboard
  • Standard Gantt chart
  • Standard my tasks list view

Closing specific features

  • Dependent tasks
  • Standard schedules: Monthly, Quarterly, Yearly
  • Custom schedule for a task
  • Late task monitoring with dashboards
  • Automatic attachments (instructions, templates to be filled in etc.)

Mail Notifications

  • Close tasks due within 24h (summary for Preparer)
  • Close tasks overdue (summary for Preparer)
  • Close tasks waiting for approval (immediate/summary for Approver)
  • Dependent tasks (predecessor completed)

Admin user roles for System Manager

  • User creation and maintenance
  • User authorisation
  • Add new companies
  • Superuser mode
  • Dashboard editing

Admin user roles for Automation Manager

Standard configurations for:

  • Create new tasks
  • Maintain existing tasks
  • Add new companies
  • Period generation
  • Holiday calendar
  • Export / Import

Technical

  • Azure AD integration – search of users from AD
Aico Closing Task Manager Enterprise Subscription plan

Enterprise

For large multinational organisations with high transactional volumes.

Custom build, testing and implementation project.

Get a quote

All professional features plus

Templates

  • Custom header fields
  • Custom row fields
  • Custom structure / order / visibility of fields

Workflows

  • Handler role
  • Up to 3 levels of approval
  • Dynamic workflows based on close task content

Automation

  • Closing and opening periods in ERP system from Aico
  • Run ERP programs from Aico
  • Automated journal entry creation (Requires Aico Journal Entry module)

Monitoring

  • Custom closing list view
  • Custom closing dashboard
  • Custom Gantt chart
  • Custom my tasks list view

Closing specific features

  • Milestone tasks
  • Different close calendars for different entities (timetables)
  • Custom processes
  • Custom schedule groups

Mail Notifications

  • Mail Notifications

Admin user roles for System Manager

  • Template creation and editing
  • Value sets creation
  • Main notification configuration

Admin user roles for Automation Manager

Customer specific training for configuring advanced features of:

  • Create new tasks
  • Maintain existing tasks
  • Add new companies
  • Period generation
  • Holiday calendar
  • Export / Import

Technical

  • External archive for Close tasks
  • AD integration
  • SCIM integration