Plan better,
Perform better

Eliminate the work planning chaos and increase your bottom line.

WorkXFlow
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How WorkXFlow works

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WorkXFlow helps accounting practices eliminate the planning chaos in

3 simple steps

Workxflow Demo

WorkXFlow, A perfect solution for accountants

Streamline your accounting practice and increase your bottom line

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OPTIMIZE YOUR WORK

  • Eliminate the planning chaos
  • Track your workload, assignments and progress
  • Proactively identify roadblocks and delays

PLAN WITH EASE

  • Download jobs from your practice management system
  • Create your plan
  • Synchronize the plan to your practice management system
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VISUALIZE YOUR PLAN

  • Gantt style drag and drop planning
  • Future planning workspace for priority planning
  • Capacity and work allocation dashboards
  • Work, staff and client-based filtering

Value added features

Get the most from WorkXFlow with our tailor-made features

Connect to service

Seamlessly synchronizes with Senta, Xero Practice Manager and Workflow Max for work data.

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Real time insights

Operational and strategic dashboards for planners, staff, and practice owners, as well as real-time forecasts and recommendations based on historical pattern analysis.

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Planning calendar

Drag and drop work calendar to assign and reallocate work to staff members

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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 & task drilldown

Detailed job and task information such as priority, duration, job value, task allocations and start/end 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

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WorkXFlow helps accounting practices eliminate the planning chaos, in three simple steps

  • 1Connect to the practice management software seamlessly
  • 2Visualize jobs and create the optimum plan
  • 3We will update the practice management software

Watch 3 steps video

Meet our team

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.

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.

Meet our team - WorkXFlow

“Making BISTEC one of the greatest places to work over and above the industry benchmarks, our gratitude to all the great hearts at BISTEC.”

Johann De Cruz

CEO of BISTEC Global Services

Is tracking your workload, assignments, and progress is a nightmare ?

Plan better, Perform better

with WorkXFlow you can take the time to grow your accounting practice