Business process automation for accounting firms
Drive business efficiency and profitability with automated workflow tasks and 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.
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.
“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.