Nance

A close board that updates itself

Nance creates finance tasks in Asana as work comes up, attaches the context, and marks them done the moment the underlying item is resolved in your books.

In most finance teams the month-end close is a spreadsheet checklist that one person maintains and nobody else can read. The real work hides elsewhere: a missing invoice someone promised to chase, a booking waiting for review in an inbox, an approval stuck with a manager who does not know it is waiting on them. The checklist says what should happen. It never says what is actually done.

Nance puts that work on an Asana board and keeps the board honest. When a payment lacks a document, a task appears with the finding attached. When a booking needs review, it lands with the right person, due date set. And because Nance does the underlying work in your accounting system, it also closes the loop: the moment an item is resolved, the task completes itself. The board you open in the morning is the actual state of your books, not a list of intentions.

What Nance automates with Asana

Close checklist on a board

Month-end items live as Asana tasks instead of rows in a spreadsheet, created when the close starts and ticked off as Nance and your team work through them.

Missing document tasks

When a payment has no invoice behind it, a task appears with the finding attached: what was paid, who to chase, what is still missing.

Bookings queued for review

Entries Nance is not certain about become review tasks assigned to the right person, with the proposed booking and the reasoning included.

Approvals routed to owners

Decisions land as tasks with the person who owns them, due dates set, so approvals stop living in someone's memory or a forwarded email.

Done means done

Nance closes a task the moment the underlying work is resolved in the accounting system, so the board reflects reality instead of intentions.

Status without the status meeting

Anyone with access to the project sees exactly where the close stands. Nobody has to ask finance for an update.

Connect Asana to Exact Online, Twinfield, Moneybird & Xero

Most Asana connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads Asana, applies your rules and does the actual finance work in your accounting package, with approvals where you want them and every action logged.

Access and security

  • Scoped access that you grant per connection
  • Revocable at any time, without our help
  • Every action logged with its reasoning
  • GDPR-compliant, hosted in the EU
  • ISO 27001 certification in progress

Frequently asked questions

How does Nance connect to Asana?

Through a secure, scoped connection to the projects you choose. Nance only sees and updates those projects, and you can revoke access at any time.

Does Nance manage our Asana workspace?

No. Nance creates and updates finance tasks in the projects you designate. Everything else in your workspace stays exactly as your team left it.

Where does the actual finance work happen?

In your accounting system. Asana is where the work becomes visible and assignable. The booking, matching and reconciliation happen in the books themselves.

What if an item gets resolved outside Asana?

Nance watches the underlying item, not the task. If the document arrives or the booking is approved through another channel, the task is completed and annotated.

More in Work & knowledge

See Nance in action.

In 30 minutes we walk through a live demo: a simple ad-hoc question, then a workflow you automate on the spot. Bring a real finance task.

GDPR-compliant · data stays in the EU
ISO 27001 in progress