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.
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.
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.
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.
- Month end billing
- Month end reporting
- Quarterly financial statements
- File annual returns
- Run employee payroll
- Annual budgeting
- Tax reporting
- Supplier audits
Alongside any other activity that makes your business profitable, compliant and cashflow positive.
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;
- Purchase approvals
- Invoice approvals
- Supplier onboarding
- Business expenses
- Budget requests
- Reporting requests
- Add an employee to payroll
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.
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.
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