FlowRocket for Accountants

FlowRocket’s platform for accountants enables you to manage your Book keeping, Accounting, and Auditing business efficiently.

FlowRocket is a database-driven collaborative workflow engine for accountants of any size from two to two hundred.

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

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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

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Inventory management

  • Inventory consumption based on Vendor Bills and Sales Invoices
  • Inventory Reports and Valuation based on different configured valuation methods

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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

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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

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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

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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!

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Managing work of over 500 employees, keeping customer satisfaction level high and growing business would not have been possible without FlowRocket Dashboards and Key Performance Indicators. Directors, managers, team leads and individual contributors could set their own dashboards from the bank of 100’s of widgets. Key Performance Indicators have allowed us to maintain the highest productivity and set goals for future. Graphical presentations with drilled-down details is extremely effective for executive overview to management details. Sometimes, I wonder how did we manage to do things before FlowRocket. Technical staff is very helpful in coaching us, how to configure custom dashboards for each role in our organization.

 VP, Sales & Operations, Accounting & Bookkeeping Firm

We automated seventeen of our internal processes using FlowRocket’s Workflow Automation and Queue Management tools. It was extremely simple for us to configure it on our won, once we had a good understanding of the tools. Training was very detailed and helpful. We are planning to automate many more processes on the platform once we define and to increase our efficiency. Documents are well organized on cloud and can be accessed on tablets and mobile devices. FlowRocket support has been amazing with a friendly knowledgeable staff, always eager to help.

 Accountant Manager, Leading Accounting Company

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