Taxilla Financial Close Task Management coordinates financial close work across teams, entities, and geographies. It links tasks with reconciliations, AI transaction matching, journal entries, and financial and close reporting. Teams can build calendars and task templates, then set dependencies so downstream work waits for upstream accounting steps. Assignments support preparers, reviewers, and approvers, and completion can be checked against accounting status such as an approved reconciliation or posted journal. Tasks can include evidence and commentary, with approvals and timestamps supporting an audit trail. Real-time dashboards show close progress and analytics for cycle time, bottlenecks, and recurring delays; the system can escalate missed reconciliation or journal deadlines. Tasks may run daily, weekly, or continuously through a period. Taxilla says its ERP-agnostic system works across SAP, Oracle, NetSuite, and Dynamics. Listed plans vary by entity and task limits, and pricing is on request. Typical implementation is estimated at 2–4 weeks, depending on task volume and module integrations.
Who it is for
It suits shared services and global teams coordinating close work across entities. Listed use cases include retail and consumer goods, manufacturing, and technology and SaaS companies.
What is good
- Dependencies coordinate accounting task sequences
- Role-based assignments include preparers and approvers
- Tasks can include evidence and commentary
- Dashboards track cycle time and bottlenecks
- Works across SAP, Oracle, NetSuite, and Dynamics
What to know first
- Pricing is available on request
- Implementation estimate is 2–4 weeks
- Plan limits vary by entities and tasks
Verdict
Taxilla connects close tasks to accounting workflows, with dependencies, evidence, approvals, and deadline escalations. Pricing is on request, and the stated implementation estimate is 2–4 weeks depending on task volume and module integrations.
Get started with Taxilla Financial Close Task Management
- Visit the Taxilla Financial Close Task Management website.
- Choose a plan based on entity and close-task capacity, then request pricing.
- Define close calendars and task templates for reconciliations, journals, and matching activities.
- Set task dependencies and assign preparers, reviewers, and approvers.
- Connect the close workflow to a supported ERP; Taxilla estimates implementation at 2–4 weeks, depending on task volume and module integrations.
Limits to know first
Essentials supports up to 5 entities and 300 close tasks per period. Growth supports up to 15 entities and 1,500 tasks per period; Enterprise supports 40 or more entities and unlimited tasks per period. Prices are available on request.
Questions about Taxilla Financial Close Task Management
How much does the product cost?
Taxilla lists Essentials, Growth, and Enterprise plans, with pricing available on request.
What are the plan limits?
Essentials covers up to 5 entities and 300 close tasks per period. Growth covers up to 15 entities and 1,500 tasks, while Enterprise covers 40 or more entities and unlimited tasks per period.
Which ERPs does it work with?
Taxilla says its ERP-agnostic architecture works across SAP, Oracle, NetSuite, and Dynamics.
What platform does it run on?
The product lists web as its platform.
How long does implementation take?
Taxilla estimates 2–4 weeks, depending on task volume and module integrations.
Who makes the product?
Taxilla says it was founded in 2015 in the United States and established in India.
Taxilla Financial Close Task Management plans and pricing
All plansCompared on financial close software
- Task dependencies
- Yes
- Approval workflows
- Yes
- Audit trail
- Yes
- Multi-entity close
- Yes
- Recurring templates
- Yes
- ERP connectivity
- native
