Plan, Execute & Prove controls, tasks and procedures

Plan

Set up Daymi once, and let it guide you through the year. Our recurring engine automatically generates your work items—no more copy-pasting checklists or manually recreating tasks. With built-in business-day logic, you can align deadlines with real-world schedules, whether for financial close or quarterly reporting. And don’t worry—no deadline will ever fall on a bank holiday or a Saturday.

Our dashboard adapts to your needs. Instantly switch from an intraday view to a weekly overview or zoom out for a full-year perspective—all with a single click.

Recurring workflows

Our recurring engine automatically generates your controls at the frequency of your choice. Set deadlines based on calendar days or business days to ensure they align with your real-world schedules—whether for financial close, regulatory reporting, or internal processes.

Library of ad hoc processes

Some tasks are triggered by events, not specific times. With Daymi, you can create templates that are ready to go whenever needed.

One-off tasks

Add one-off tasks to the dashboard to ensure your team stays on top of them.

Execute

No more mistakes or missed deadlines—Daymi gives everyone real-time visibility into their own work and their team’s progress. Daymi doesn’t just tell you what to do and when—it also tells you how, thanks to built-in procedures. This reduces errors, minimizes key-person risk, and shortens onboarding time.

Unlike generic task managers, Daymi is built for real-world workflows. It facilitates approvals for critical processes, whether it’s a month-end valuation or the final sign-off on a quarterly report. With support for comments and file uploads, Daymi ensures you don’t just capture sign-offs—you also document the outcome of your controls.

Approvals

Some controls and tasks require a four-eyes check. Daymi supports your approval flows and enables seamless handovers within the platform.

Files / Comments

Easily add context or document the outcome of a process or control with comments and file uploads.

Issue Log

Everyday challenges can impact delivery—sometimes enough that they need to be logged. Maybe your price feed is down for the third time this month—not a catastrophe on its own, but the accumulated time spent manually updating prices adds up. Perhaps an internal oversight led to missing a special requirement in the institutional investor’s monthly report. Or your outsourced accounting firm sent salaries late.

Instead of maintaining a spreadsheet log, Daymi lets you record standalone issues or track them directly on controls in the Dashboard. This makes it quick and easy to log everything affecting your delivery while building a structured database of issues linked to processes, third parties, or other key data points. Use it to prove compliance to regulators, conduct data-driven vendor reviews, and identify areas for improvement—maybe that institutional update needs an approval flow.

Prove

For our clients, simply doing the job every day isn’t enough—they must continuously prove it to auditors, investors, regulators, and other internal or external stakeholders.

Daymi is built from the ground up to ensure you can not only verify the sign-offs of key controls but also track any historical changes to your tasks. With locked-down history, records remain tamper-proof and can be used as reliable audit evidence. Even procedural updates are fully traceable, allowing you to see exactly when deadlines or instructions were modified.

Audit trail

Every click and change in Daymi is automatically recorded. Set your own lockdown rules to ensure a tamper-proof history, giving you the ability to prove who did what—and when—at any time.

Reports

Use our pre-made reports to quickly demonstrate and prove what was completed. Subscribe to End-of-Day reports to ensure all critical tasks are done. Need further analysis? Export all processes and completion data to CSV for any business requirement.

Analytics

Customize our built-in analytics dashboard to track completion rates, issues, and other performance indicators over time. Drill down to pinpoint exactly which control was completed late, or create a scorecard with custom commentary to showcase your performance to external stakeholders.

Beyond the basics

Stock market holidays

Subscribe to your relevant stock exchanges and see directly in the dashboard when they are closed or operating with partial trading.

Notifications

Some controls are more critical than others. With custom escalations, you can ensure that the right people are alerted when it matters most. Tailor notifications based on priority and urgency, choosing from email, SMS, Teams, or Slack to fit your workflow.

API

Use our open API to integrate with other systems or push batch job progress directly into the dashboard. Gain real-time oversight of both automated and manual controls, ensuring full visibility across your workflows.

Contact List

Keep all key contacts in one place with Daymi. No more scattered spreadsheets—whether it’s a late US settlement or an urgent vendor issue, your team always knows who to call.

Plan, Execute & Provecontrols, tasks and procedures