Mandate & Task Management

Standardize recurring tasks with customizable templates, keeping processes uniform across clients.
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From scattered tasks to structured workflows

Centralize your tasks and responsibilities in one place – so your team works more efficiently, stays organized, and never misses a deadline.
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Intelligent Workflows

Standardized tasks for every mandate – Build once, reuse everywhere – and ensure consistency across all your clients.

Task Assignment & Tracking

Assign tasks to team members and track status across mandates – with full visibility.
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Instant Export of Tasks & Documents

Export task lists, notes, and docs in one click – ready for reviews, audits, or clients.

Centralized Task Management

Full control of hundreds of tasks, especially during closing season, to ensure nothing is overlooked.

Full visibility across all tasks and clients

No more missed deadlines

Seamless handover of tasks – even during peak times

More than just mandate & task management

Discover the full power of aumico – from closing checklists to report generation, built to streamline your entire closing workflow.
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Closing Process

Save 100+ hours per year by replacing Excel chaos with structured, automated workflows.
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Financial Reporting

Create standardized, high-quality financial reports in minutes – fully compliant, fully customizable, zero formatting hassle.
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Ready to speed up your financial close?

Save 100+ hours annually compared to Excel/manual solutions
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