Tasks allow you to schedule automated workflows that run on predefined schedules. Perfect for reminders, reports, automated reconciliation, and other recurring processes.
Run tasks automatically on a schedule:
Run tasks manually or schedule them to run once at a specific time.
Tasks can process your financial data:
Tasks can send notifications:
Combine Tasks with AI Builder mini-apps:
Tasks run automatically according to their schedule:
Schedule reconciliation tasks to automatically match transactions:
Generate and distribute reports automatically:
Set up reminders for important dates:
Tasks enable you to automate repetitive workflows and ensure important processes run consistently.