Streamline workflow & automate task management.

Gain visibility and see finance ops run like clockwork.

“We’ve seen real changes in efficiency and accountability … we’ve got an operating system now.”

Murf, Visionary @ The Beefy Boys

make month end easy

Or anything else repeatable. Define workflow templates that assign steps to the right people at the right time, and automatically repeat each month.

Colleagues are notified when they need to do something and you gain clear, visual progress reports so nothing gets missed. 

improve visibility & compliance

Every activity is time stamped with an audit trail, and clear RAG views of what has been done and when things are overdue.

When something can’t be done or isn’t approved, record why and any actions taken to resolve.

streamline requests

Efficiency starts with having the right data at the right time, in the right format.

Whether approvals, payroll, reporting – missing data creates bottlenecks.

Integrate forms with your workflow and make them available for all staff to access, so finance productivity soars.

Diagram showing poor inefficient team communication task activity

Spreadsheets are for analysis, not tracking tasks.

Finance systems like Xero, Sage or QuickBooks might be great places to keep track of your finance data, but they’re not so great at tracking finance tasks, team activity or managing more complex approval chains.

Filling the gap with emails & spreadsheets means things get missed, compliance hard to evidence and potential impacts to cashflow.

To transform finance operations, you need beSlick Finance.

Diagram showing good team communication using process and forms

Define and repeat any finance workflow.

With beSlick Finance, you can customize every repeatable workflow your team need to work on, and create recurring schedules so nothing gets missed – even prompting teams outside of finance when needed.

Alongside any other activity that makes your business profitable, compliant and cashflow positive.

Every check & balance tracked

14 day trial, convert to paid or free (max 3 users). No card required. Our privacy policy.

“We use it for our goods in (import and export) workflow … we also use it for finance and financial reporting to government.

In beSlick I know exactly what to do … definitely a powerful tool to hack our way to efficiency.”

Matthew Cole, CFO & Founder, Shoe Depot
Screenshot of Digital Forms field configuration using shortnames

Use online forms to make work requests easy.

Often, requests are made of your team that are missing information or get lost in an overloaded email inbox.

With beSlick Finance, you can create easy to use forms for the common work requests that any employee (or customer) can access, which create a defined task for your team;

We’ll help customize to your exact requirements, integrate with other software and even create a friendly employee portal to make them easy to find.

Screenshot of a Template Report in beSlick

Gain visibility into operational performance.

With beSlick Finance, your team enjoys a simple task list of what needs doing, and notified of any new tasks or if something is overdue – it even integrates with your Outlook or Gmail or on the move using the mobile app.

You gain realtime visibility across activity to see when things have been done – importantly you can also see when something couldn’t be done and why.

Every activity is tracked and time stamped. We’ll also provide you with monthly management reports that give granular detail on trends, success metrics and team engagement, so you can be confident everything is running like clockwork.

Time to make work better

14 day trial, convert to paid or free (max 3 users). No card required. Our privacy policy.

"beSlick manages all of our projects & procedures. Everyone uses it every day, we can't live without it now."

Sheryl Soukup, President, Soukup Strategic Solutions