Software
Consulting and
Accountants
Settlement
Insurance
Life/Viatical
Settlement
Insurers
Life Sciences /
Don’t see Yours?Manage Customer Relationship Management for Accountants through Only one System Rather than Jumping off To Multiple Systems for one Process
- Accounts payable workflow
- Bank and credit card reconciliation
- Accounts receivable workflow
- Expense reimbursement workflow
- Inventory management
- Configuration of any other custom accounting process workflow
Accounts Payable Workflow
- Receive all vendor bills at one place with one designated email address for all your clients
- Process each vendor bill with all business and accounting details of your clients
- The bill documents are linked (attached) with each vendor bill processed
- Multi user approval process for Accounts Payable transactions
- Approve and Update the payment records by vendor by bill
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket
- Generate, Reconcile and Analyze Accounts Payable Reports and Vendor Statements
Accounts Receivable Workflow
- Invoicing system based on the requirements of your client business
- Inventory based invoicing
- Time and Service based invoicing
- Time/Service and Inventory combined invoicing
- Generate, circulate invoicing
- Generate template based Customer Statement for your clients
- Multi user approval process for Accounts Receivable transactions
- Update the payment records by customer by invoice
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket
- Generate, Reconcile and Analyze Accounts Receivable Reports and Customer Statement Statements
Inventory management
- Inventory consumption based on Vendor Bills and Sales Invoices
- Inventory Reports and Valuation based on different configured valuation methods
Bank and Credit Card Reconciliation
- Store all bank and credit card statements by client by assignment and by period
- Reconcile the bank and credit card statement in accounting system and store the document with relevant meta data fields on the statement
- Multi user approval process for bank reconciliations
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket
- Analyze Discrepancy Analysis for each bank reconciliation
Expense Reimbursement Workflow
- Create expense reimbursement request and report by employee by project
- Multi user approval process for expense reimbursement
- Add the billable expenses to client invoicing for the project assigned to
- Automatic add the expenses on employee’s next payroll processing workflow
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket
Financial Auditing Workflow
- Automated work queues for Auditors, Tax Preparers and Reviewers
- Digital and Secured Client Engagement Acceptance process
- Track Historical Audit Documentation since inception
- IRS Tax Documents and template-based Report Generation
- Track Progress and activities on each on going audit assignments
- Real time Supporting Documentation and Review Process
- Calculate and Manage Threshold Limits
- Analysis on Adjusted and Unadjusted Differences identified during audit
CRM for Accountants and Book Keeping
Flowrocket allows you to track your assignments effectively, fulfilling your client’s reporting requirements, irrespective of business practice- Audit or taxes. Apart from it you can also do:
- Collaborative Assignment Management
- Service call management
- Manage all types of projects, operations, marketing and sales data
- Ready to go templates for tracking your business information
- Store documents and e-mails in the most advanced and customizable enterprise content management system.
- Access your business information on mobile with FlowRocket- on the go!
Ready-to-go Solutions!
Customer Relationship
Project and Resource
Workflow and Process
Document
Service Call
Marketing
Custom Dashboards and
Employee and Client
On the Go! and On the
Retirement of Legacy
Third Party