Mandate & Task Management

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.

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

Assign tasks to team members and track status across mandates – with full visibility.

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

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

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

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

Create standardized, high-quality financial reports in minutes – fully compliant, fully customizable, zero formatting hassle.