Nance
NanceAsana

Nance + Asana.

Work & knowledge

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.

Why connect Nance to Asana.

The connection and the colleague in one

She reads Asana, applies your rules and does the actual finance work in your accounting system.

Nothing posts outside your rules

You decide what runs automatically and what waits for approval. Every action logged, with the why attached.

One agent across the stack

Payments, commerce, CRM, spend and inboxes: one set of rules and a full audit trail between them.

Up and running in three steps.

  1. Connect

    Through the official Asana API, with scoped access. Nothing to install and nothing to migrate.

  2. Set the rules

    What she books on her own, what waits for you, who approves. Start anything as a Test Run: a read-only preview first.

  3. She works daily

    What arrives in Asana is read, matched and booked in your accounting system. Exceptions come to you with context.

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.

Access and security

  • No bank connection, no bank credentials, ever
  • Her own user account with scoped permissions
  • Every action logged, visible and attributable
  • Test Run: read-only preview before anything changes
  • Hosted on Google Cloud in the EU
  • Your data never trains AI models

Frequently asked questions

Connect Asana to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

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.

Security is part of the job.

Nance works inside your financial systems, so we treat protecting them as core product work. The live details are public in our trust center.

Encrypted everywhere

AES-256 at rest, TLS in transit.

GDPR compliant

a standard DPA with every plan.

ISO 27001

certification in finalization.

Hosted in the EU

on Google Cloud, by default for everyone.

Never trains AI models

your data stays yours alone.

Payments stay at your bank

Nance prepares the batch, you release it.

Hire Nance.

Connected to Asana in an afternoon, and we walk you through it.