Month End Close - Ayoa

Discover Ayoa for Finance teams

Take the pain out of your finance processes with one, powerful, customizable tool to manage, record and access every detail.

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Efficient Client Management

Manage, record and access every detail of your client activity in one safe and customizable tool.

Why Ayoa?


We know that managing your clients can be a time-consuming and difficult task. Ayoa is a powerful app for you to manage your client relationships, access their data and manage your workload with efficient ease.

Ayoa is here to help make your life that little bit easier. With its ease of use and clear interface, Ayoa will ultimately make managing your workload simpler and more productive. Time and effort is spent acquiring new clients, but it’s just as important to focus your attention on nurturing your existing relationships and managing your client relationships effectively.

With Ayoa, you can organize your workload in one, easy space, so you can ultimately boost client retention and satisfaction.

 

Manage client work with ease

Use Ayoa’s Task Boards to differentiate between your clients, and have one space for you to store all of your work. Simply head to the Task Board you need to access all of your client information in one, simple display.

Ayoa's different views

Ayoa's interface

Everything you need in one place

Say goodbye to documents and communication that is spread across multiples devices and tools. Add files to your tasks, including documents, spreadsheets, web links and more, so your Task Board becomes a resource hub of all the information you need.



Effortlessly adaptable

You know how you work best. Ayoa’s flexible workspaces help you get more out of your day, whatever your style. Workflow View allows you to organize your tasks in easy-to-view columns, making handling shifting priorities a breeze. Meet your deadlines, spark new ideas and start getting things done today.

Working together in Ayoa
Ayoa's interface

Stay connected

Maintain a seamless flow of communication with Ayoa Chat. Send group or direct messages to your colleagues to discuss work, or even invite your clients to provide them with a point of contact so they feel valued and looked after. You can even invite your clients to join your Task Boards, so you can keep them updated as you go along – saving you time sending lengthy follow-up emails.



Task Board Permissions

With Task Board permissions, you will have complete control over what information your colleagues and clients can view or edit, making it a great way to collaborate with your clients online in the way that works best for you. Ayoa’s collaboration features help you set mutual goals and ensure you and your clients are on the same page.

Working together in Ayoa

Ayoa's interface

Map out your business plans

Ayoa Mind Maps are your space to document all the elements you need to consider for each of your clients. Use Ayoa to map out your business plans, budgets, goals and more in the adaptable and intuitive Mind Map View.



Never miss a thing

Each task you create in Ayoa is packed full of useful features for you to organize and store all of the information you need. Record client interactions and information, including task updates, phone calls, billing, etc. using Checklists, Notes, Due Dates and more, all within a task. You can also use the Progress Percentage bar to indicate how far along a task is to completion.

Working together in Ayoa

Ayoa's interface

Integrate with Google Contacts and Google Calendar

Ayoa’s integrations with Google Contacts and Google Calendar mean you can invite your Google Contacts to your task boards with ease, keep track of your tasks and never miss a deadline.



Safe and secure

All the data and information you store in Ayoa is safe and secure, so you don’t have to worry about a thing.

Working together in Ayoa



Take the stress out of client management and give Ayoa a try today.


 

Seeing is believing - Video watch Ayoa in action to see for yourself.

 
Hudson profile image

Hudson Architects

Architectural Practice

Case study

“DropTask’s [Ayoa] visual style not only made it very easy to explain to everyone how it worked and why we should have it, but it also made all our staff enthusiastic to start entering their own work.”

Kylie Ross profile image

Kylie Ross

Creative Entrepreneur

Five stars

“I’m really loving the mix of visual and text and the choice of views. I’ve left my Reminders and Trello behind (sorry), and this is all I use for both my business and personal to-dos. It’s easy and quick to setup and I’m in love.”

HP profile image

Mark Pohlmann

Project Manager

Case study

“DropTask [Ayoa] designs a picture for me to view work status. This makes collaboration so much easier as people can report what they want during the day, resulting in fewer phone calls, less paperwork (with information the team need to hand to me), and no to-do ‘lists’.”

Rich Lovelock profile image

Rich Lovelock

Web Developer

Five stars

“I’ve tried every organisational tool going I think, I’ve not tried something that has so seamlessly fitted in to my workflow with all features I need and more with a beautiful, usable UX, so much so that I subscribed to the business plan within ten minutes. Fantastic job guys.”