Nance
NanceTodoist

Nance + Todoist.

Work & knowledge

Open items from your books become Todoist tasks with context attached. When the underlying work is resolved, Nance completes the task for you.

If you run a company from a task list, finance has a way of living everywhere except that list. The missing receipt sits in an email you starred. The booking to review is a notification you swiped away. The approval your bookkeeper asked for is a message you meant to answer. None of it is hard work. All of it leaks out of your week because it never lands where you plan.

Nance fixes the landing. Every open finance item becomes a Todoist task in the project you choose, with the context attached: what it is, why it matters, what happens when you act. And because Nance does the underlying work in your accounting system, the loop closes itself. The receipt arrives, the booking gets approved, and the task completes without you touching it. Your list stays the one honest view of what still needs you.

Why connect Nance to Todoist.

The connection and the colleague in one

She reads Todoist, 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 Todoist 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 Todoist is read, matched and booked in your accounting system. Exceptions come to you with context.

What Nance automates with Todoist

Open items as tasks

Missing receipts, bookings to review and approvals to give land in your Todoist instead of scattering across inboxes and notifications.

Filed in your own structure

Tasks go to the project and section you choose, with labels and due dates, so finance fits the way you already plan instead of demanding its own system.

Context on every task

Each task carries what you need to act: the finding, the amount in question, who is involved and a link to the underlying item.

Approvals you can act on

A booking or payment waiting on you shows up as a task with the proposal attached, so the decision takes a moment instead of a desk session.

Done means done

Nance completes a task the moment the underlying item is resolved in your accounting system. Your list reflects your books, not your backlog.

A quiet list by default

You decide which item types become tasks and which stay in the daily summary, so the list holds work that needs you, nothing else.

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 Todoist to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

Most Todoist connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads Todoist, 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 Todoist in an afternoon, and we walk you through it.