Your close checklist, with teeth
Arvexi Close Tasks replaces shared-document checklists with an enterprise close management engine. 10 task types, dependency chains with FINISH_TO_START and FINISH_TO_FINISH logic, template-driven period deployment, Gantt views, and AI-powered bottleneck prediction. Tasks have enforcement. Not just tracking. SOX-compliant separation of duties is built into every workflow.
The problem
Shared document checklists have no enforcement
A Google Sheet with 200 line items. Color-coded cells for status. Manual updates that nobody remembers to make. No dependency logic. Task B starts before Task A is actually done. No audit trail beyond 'last edited by.' When the close is late, nobody knows which task is the bottleneck until it's too late. Close checklists track work. They don't manage it.
Task engine
10 task types, dependency chains, template deployment
10 task types
MANUAL, APPROVAL, JOURNAL_ENTRY, RECONCILIATION, REVIEW, DATA_IMPORT, REPORT, CERTIFICATION, SYSTEM, and CUSTOM. Each type has its own completion criteria, required evidence, and approval workflow. No more generic checkbox items.
Dependency chains
FINISH_TO_START: Task B cannot begin until Task A completes. FINISH_TO_FINISH: Task B cannot complete until Task A completes. Dependencies cascade through the task graph. The critical path computation identifies the longest chain of incomplete work blocking your close.
Template deployment
Define your close checklist once as a template. Deploy it to any period with one click. All tasks, dependencies, assignments, and due dates are created automatically relative to the close window. Modify the template and the next period picks up the changes.
Visibility and intelligence
See the close in real time, predict problems before they happen
Arvexi doesn't just track task completion. It shows you the critical path, predicts which tasks will delay the close, and identifies bottlenecks before they cascade through your dependency chains.
Gantt view with close window
Visualize every task against the close deadline
The Gantt view shows all tasks plotted against the close window with dependency lines, critical path highlighting, and real-time status. Tasks on the critical path are visually distinct. Drag to reschedule, click to drill into details. The close window deadline is always visible so you can see at a glance whether you'll make it.
AI bottleneck prediction
CRITICAL and AT_RISK classification before tasks actually miss deadlines
Arvexi Cortex classifies tasks in real time. CRITICAL: past due, stalled with complete dependencies, or on the critical path with no slack. AT_RISK: trending late, past 50% of allowed time, or blocked by incomplete dependencies. Risk cascades. A single AT_RISK predecessor can flag an entire downstream chain as impacted. Part of Financial Close. Read about financial close automation.
We defined our close checklist once as a template. Now every period deploys automatically with the right assignments, the right dependencies, and the right deadlines. No more copying last month's spreadsheet.
Close Manager
Close Manager at Financial Services Company
FAQ
See enterprise close task management in action.
10 task types, dependency chains, AI bottleneck prediction, SOX-compliant workflows. Book a demo to replace your close checklist with an engine.
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