beSlick Finance

Streamline repeatable workflow & automate task management. Gain visibility and see finance ops run like clockwork.

  • Never miss month end
  • Every check & balance time stamped
  • Clear ownership & accountability

No card required. Free 30 minutes call. Our privacy policy.

Five stars review recommendation on Capterra, Software Advice and GetApp review platforms

be Consistent

Every recurring task in finance automatically assigned and tracked.

Dependencies notify the right people at the right time, with email integration.


be Informed

Every activity is time stamped, with clear visibility into progress and what is overdue. When something can’t be done or isn’t approved, record why and how to resolve.

be Efficient

Online forms ensure the right data at the right time, in the right format. Whether approvals, onboarding, reporting – integrate your workflow and share for all staff to access.
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.

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.

Every check & balance tracked

14 day trial, no card required. Our privacy policy.

Matthew Cole profile picture
Matthew Cole
CFO, Shoe Depot

"We use it for complex goods in (import and export) ... definitely a powerful tool to hack our way to efficiency."