FAQ

Daymi is an operations hub designed for finance, operations, accounting, and compliance teams. It helps track and prove recurring tasks, checklists, and business controls—all in one structured, audit-ready system.

On top of that, Daymi offers built-in procedures, issue log, staff scheduler, contact list and stock exchange holidays. Consolidating the things that help you get the job done on time and error-free. 

Here's a few examples:

• Finance
• Accounting
• Controllers
• Fund Administration
• Securities Administration
• IR
• Transfer agency
• Corporate Actions
• Compliance
• Risk

Traditional task managers aren’t built for recurring workflows—the foundation of many finance, operations, and compliance teams. Daymi ensures accountability, tracks sign-offs, and maintains a clear audit trail, so you're always prepared for audits, regulatory reviews, or board reporting.

Our dashboard provides real-time oversight, whether you need an intraday view or a full annual overview.

Beyond task management, Daymi supports issue logging, contact lists, performance tracking, and much more—helping your team stay organized, in control and consolidates more than just task management.

Daymi is a tool that consolidates and replace your legacy tracking tools such as spreadsheet checklists, outlook reminders, scattered procedure documentation, spreadsheet contact lists, issue logs and much more. 

With Daymi you consolidate your existing scattered way of tracking and proving your job. 

Yes. Every control can have an approval flow added to it, requiring two users to mark it as done for the control to be completed.

The approval flow also includes the option to choose who should approve it and notifies that person with a comment via email, eliminating manual handovers.

Yes, Daymi allows you add your procedure to a specific task. That means that everyone always has access not only to who should do what, and at what time. But also how to actually carry out the specific task reducing errors and key man risk. 

Our procedures has full revision change, meaning you can always show your auditor what changes happened last period. 

Yes, Daymi supports SSO with Microsoft Azure AD, allowing you to sign in using the same credentials as your Microsoft account. Enabling SSO ensures that Daymi's password policies align with your company's security policies, reducing the risk of users relying on less secure passwords.

Additionally, SSO centralizes user access management, making offboarding more efficient.

Security is a top priority and we've built it with bank grade security. We meet the highest industry standards, ensuring all data is encrypted, access-controlled, and stored securely.

Our primary and disaster recovery sites are both located in Sweden. 

Most teams can start using Daymi in just a few days. There’s no complex setup, and our team is available to guide you through the onboarding process.

We help you map out existing controls and procedures and help you set it up on a schedule in Daymi.