Lio AI Assistant
Taro for Finance & Operations Teams

Month end Closed.Audit ready. On time.

Finance and ops teams run the most critical recurring workflows in the company. Taro turns month end close, audit prep, and compliance cycles into structured, trackable, automatable sprints with zero tasks falling through the cracks.

Operations Board

Month end close
14
Audit prep
8
Vendor reviews
3
Compliance
6
Closed (quarter)
47
MC

Month End Close July

14 tasks · Day 3 of 5 · Nikhil owns

On Track
AU

Statutory Audit Prep

Bank reconciliation pending

At Risk
VN

Vendor Renewal AWS

Contract review · Legal sign off needed

On Track
TX

GST Filing Q2

3 tasks overdue · 2 not started

Delayed

Trusted by finance controllers, ops leads, and compliance managers who can't afford to miss a deadline.

0Missed compliance deadlines
0 daysFaster month end close
0%Audit trail on every task
The reality

Finance ops is supposed to run like clockwork.
Not chase people for data.

01

Month end close bleeds into week two

Someone hasn't reconciled their expenses. A vendor invoice is missing. The GL isn't closed. You spend the first week of every month chasing the last one. It never gets faster.

02

Compliance deadlines live in one person's head

The GST deadline, the TDS filing, the audit prep it's all in the controller's calendar. If they're out, nobody knows what's due. This is how compliance fines happen.

03

No audit trail for who did what and when

The auditor asks who approved the vendor payment and when. You check email threads. Three people have different answers. The audit drags. Taro knows exactly who did what and when always.

lioTaro fixes all three. So finance ops runs without the firefighting.
How it works

What finance ops looks like
when Taro is running it.

Recurring Sprints

Recurring Sprints

Month end close, quarterly filings, and annual audit prep are templated as recurring sprints. They auto create on schedule, auto assign to the right people, and auto remind before each deadline.

  • Month end close checklist as a recurring sprint
  • Compliance calendar with auto reminders
  • Template once, run every quarter
Approval Workflows

Approval Workflows

Every vendor payment, budget approval, or contract sign off flows through a structured approval chain. The right person is notified at the right step. Everything is logged and auditable.

  • Multi step approval automations
  • Full audit log who approved, when, why
  • Escalation if approval is overdue
Time vs. Budget Tracking

Time vs. Budget Tracking

Every project has an estimated effort. Taro tracks actual time spent per task and flags when a process is consuming more hours than budgeted before you're over, not after.

  • Estimated vs actual hours per project
  • Budget alert at configurable threshold
  • Export for billing and payroll systems
Use cases

How finance & ops teams use Taro

01

Close the books in 3 days, not 7.

The month end close sprint auto creates on the 1st. Every task is pre assigned. Reminders fire automatically. You see exactly which step is holding up the close and who owns it.

Recurring Sprints Auto Reminders Cascade Reports
Month End Close
The numbers

The results speak for themselves.

Our statutory audit used to take 3 weeks of prep. With Taro running the checklist all year, we walked into audit day ready. Two days, done.

Finance Controller, 200 person company

0

Missed compliance deadlines

0D

Faster month end close

0%

Audit trail coverage

0%

Less time chasing approvals

Built for every finance role

aro runs every ops cycle
without friction.

Finance Controllers

Finance Controllers

Month end close sprints, compliance calendars, and approval workflows all templated and recurring.

Ops Managers

Ops Managers

SOP management, vendor tracking, and process documentation all linked to actual executable tasks.

Compliance Teams

Compliance Teams

Every regulatory deadline is a task with an owner and an auto escalation. Nothing lives in email.

Audit Teams

Audit Teams

Full audit trail of every task, every approval, every change. Auditors get read only access no full seat needed.

Integrations

Taro connects to the toolsfinance ops already runs on.

Questions & Answers

Still have questions? We have answers.

Month end close is templated as a recurring sprint that auto creates on a schedule. Every task is pre assigned, due dates are relative (e.g., Day 3 of close period), and reminders fire automatically. You see exactly which step is blocking the close and who owns it without sending a single Slack message.

Finance ops that runs without the firefighting.

Start your 14 day Pro trial. Compliance calendar and month end templates ready on day one.