Accounting Workflow Engine
Keep every job on track with workflow automation, including scheduling and approvals.
Book a demo
Why accounting workflows break without automation
Missed deadlines
Tasks buried in emails and spreadsheets.
Overloaded teams
No visibility into capacity until it's too late.
Manual approvals
Partner bottlenecks slow reviews.
How the workflow engine automates your firm’s workflow
Automated scheduling
One set of contact details.
Capacity balancing
Assign work based on availability.
Automated reminders
Nudge teams before deadlines slip.
Partner approvals
Built-in system validations and checkpoints with full audit trail.
Workflow automation capabilities
SLA templates
Recurring workflows
Task dependencies
Deadline calendar
Capacity dashboards
Payroll
Trusted by UK accounting firms
“For the first time we see WIP, deadlines, and profitability in one dashboard.”
- Managing Partner, UK firm
50%
Faster job tracking across operations.
Enterprise-grade trust and compliance
Security is built into every module, with controls designed for UK regulatory standards.
