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Eh JewelEliminate the work planning chaos and increase your bottom line
WorkXFlow helps Accounting Practices eliminate the planning chaos, in three simple steps
- Connect to the Practice Management software seamlessly
- Visualize jobs and create the optimum plan
- We will update the practice management software
Benefits
Streamline your accounting practice and increase your bottom line
Optimize your work
Plan with ease
Visualize your plan
Value Added Features
Get the most from WorkXFlow with our tailor-made features
Practice Manager Integration
Seamlessly synchronizes with Senta, Xero Practice Manager and Workflow Max for work data
Dynamic Planning Calendar
Drag and drop work calendar to assign and reallocate work to staff members
Configurable Planning Horizon
Plan on a daily, weekly, monthly or annual basis
Split jobs
Assign jobs between multiple staff members
Unplanned Work Queue
Pre-planning workspace for wider visibility to create the prioritized planning funnel
Filters
Multi faceted job, task and client based filtering options to drill down your data
Detailed Job and Task Drilldown
Detailed job and task information such as priority, duration, job value, task allocations and start/end dates
Task Scheduling
Plan task start and end dates with automatic update to the job dates
Batch planning for recurring jobs
Plan recurring and fixed jobs with the same or different staff members in a single planning operation
Job Readiness Checklist
Checklist to identify “planning ready” jobs and eliminate bottlenecks when performing the work
Operational Insights
Intuitive analytical feedback and notifications based on past performance to ease the planning process
Secure Data Handling
Enhanced security to completely protect your data including 2FA logins, secure pages and protected data protocols
Pricing
Affordable pricing plans suited to your practice
Experience the full-featured ( Standard / Advanced ) plan for 14 days.
Standard Practice
- Up to 5 Accounts Users
- 1 Planner User
- Access to all planner features
$ 0 / lifetime
Contact Us
Best Value
Mid Sized Practice
- 10 Accounts Users
- 2 Planner Users
- Access to all planners features and operational Insights
$ 0 / lifetime
Contact UsEnterprise
-
Got a larger team?
We can customize your planner to suit your needs
Don’t hesitate to get in touch with us
$ 0 / lifetime
Contact UsFAQ
Main support options
For accounting practices/individuals who use Senta or Xero practice manager software. They can make their work more planned and streamlined with WorkXFlow. Users can sync the data from Senta or Xero practice manager and make their work planned in WorkXFlow for better efficiency.
No. For the time being, we are integrating with Senta and Xero Practice Manager. You need to have a Senta or Xero practice manager account to use WokXFlow.
But we have plans to evolve WorkXFlow to a complete practice manager suit.
Yes. WorkXFlow will capture and bring you insights associated with your data. Insights will help you to make timely decisions related to your practice.
We categorize the plans according to the user types in the practices. You have to consider which user combinations you need for your practice. If your combinations are not in the Standard and Mid Sized practice plans, you can choose Enterprise and we will help you define the perfect plan for your organization.
Yes. You can switch your plans according to the operational requirements of your practice.
We are highly concerned about our user’s privacy and the data stored with the application. Therefore, we had taken the necessary measures to safeguard your privacy and data. We mandatorily provide 2 Factor Authentication(2FA) for Practice owners who register with applications. For other users, we provide 2FA as an option.
We also use secure connection when you connecting with the application.
We store our user’s data on secured cloud servers.
Have more questions? get in touch with us at hello@workxflow.com
About Us
With knowledge and experience in providing accounting and digital-enabled services for clients on multiple continents, we provide a valued client service.
We had been there for our clients to achieve their success with seasoned accounting professionals throughout the past years. We are also experienced in operating accounting software. Not only that we are experts in digital product development.
By providing customer-focused accounting services we know real pain points you may face on daily basis regarding accounting services with our experience. Especially on planning your daily work. By identifying our client’s problems, we know what you lack and what you need.
We will help to ease your work and increase your potentials by focusing on our 4 concepts,
- Insights to all levels
- Visualize, plan and optimize
- Adopting 4IR technologies
- User-centered design
We are introducing “WorkXFlow”, our product to address planning issues you encounter in your accounting practices daily. Which helps you to plan better and increase your efficiencies.
We are introducing “WorkXFlow”, our product to address planning issues you encounter in your accounting practices daily. Which helps you to plan better and increase your efficiencies.
– Address
Second Floor,123 Aldersgate Street,
London, England,
EC1A 4JQ
Testimonial
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Gunther Shams