Automatically trigger key workflow alerts

Automatically trigger key workflow alerts

Set up key workflow rules that automatically trigger email alerts of critical events and identify bottlenecks before they happen, ensuring a streamlined business process flow and delivering a higher level of service to your clients.

 

Streamline communication and workflow with your clients

Streamline communication and workflow with your clients with automated rules and reminders to alert them when work is due in and out, saving you time on repetitive admin and ensuring deadlines are met.  

Streamline communication and workflow
Monitor project budgets

Monitor project budgets to improve business profitability

Monitor project budgets to assist in reducing write-offs and improve business profitability. Track core lock-up KPI’s to enable faster billing and debt recovery.

 

Boost employee productivity

Send automated reminders to your staff to complete their timesheets, ensuring efficient completion and more accurate allocation of time to jobs.

Plus, send alerts to your staff when a fee is promoted or demoted to them and they need to take action – improving business efficiency.

 

Boost employee productivity

APS Modules improve service to our clients and allow us to be more efficient for our accounts receivable staff and our finance team. It’s a win-win.”

Ben Trengove – Business Advisory Director at William Buck

Business process automation for accountants

Find out more information or request a demo tailored to your accounting practice needs.