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    Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for your own – please book a tailored demo

    Accounting

    Accounting document management overview in Workiro for regulated accounting firms

    Accounting Overview

    Accounting client onboarding documents and workflows managed in Workiro

    Client Onboarding

    Year-end accounting documents securely managed in Workiro

    Year-End Accounts

    Accounting working papers and compliance documents managed in Workiro

    Working Papers

    Accounting tax return documents stored securely in Workiro

    Annual Tax Returns

    Financial Advisers

    Financial adviser document and client overview in Workiro platform

    Adviser Overview

    Financial adviser client discovery documents managed securely in Workiro

    Client Discovery

    Financial advice proposal documents created and shared in Workiro

    Advice Approvals

    Financial adviser client engagement and document workflows in Workiro

    Client Engagement

    Insolvency

    Insolvency document management overview in Workiro for regulated firms

    Insolvency Overview

    Insolvency case onboarding documents and workflows in Workiro

    Case Onboarding

    Insolvency creditor communication documents managed in Workiro

    Case Comms

    Insolvency audit documents and compliance workflows in Workiro

    Auditing

    CUSTOMER STORY

    “Workiro does all the work for you. It’s fast, it's simple, and it's easy to use.”

    Workiro customer

    How One Firm Replaced Virtual Cabinet With One System for Documents, Clients, and eSignatures.

    Read Story

  • Platform
  • Customer Stories
  • Integrations
  • Pricing
  • Solutions
    Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for yours – please book a tailored demo

    Accounting

    Accounting Overview

    Client Onboarding

    Year-End Accounts

    Working Papers

    Annual Tax Returns

    Financial Advisers

    Adviser Overview

    Client Discovery

    Advice Approvals

    Client Engagement

    Insolvency

    Insolvency Overview

    Case Onboarding

    Case Comms

    Auditing

    CUSTOMER STORY

    “Clients have been blown away, they love the simplicity.”

    A workiro customer

    How One Accounting Firm Cut Their Xero Admin Time 50%.
    Read Story

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Say Hello To The New Workiro App for NetSuite

The Workiro app offers a new toolset to NetSuite users, aimed at saving your team time and upping productivity.

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As was the case for many other businesses, in 2020 the GetBusy team transitioned into a home-working model. From our home offices, we have been able to work just as efficiently as before. How? Partly this was down to our cloud-based ERP, which meant we weren’t tied to an on-premises system. Yes, that’s right. Here at GetBusy, we use NetSuite ourselves as a part of our accounting solutions.

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This puts us and our software offering in a unique position. We have a deep understanding of the opportunities surrounding users experiences within NetSuite, which we used our software to address internally.

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From here, offering an integration to address other NetSuite users’ needs seemed obvious.

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What are the benefits?

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With the click of a button, you can add a new level of efficiency to your NetSuite use.

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The key NetSuite benefits when it comes to GetBusy integration is the increased control over relationships. This means that your NetSuite relationships, such as Customer, Vendor and Partner records, all come with the option to Open in GetBusy. This either:

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• Opens a pre-existing relationship record in GetBusy
• Or creates a new connection in GetBusy

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From this record, you then have more control over past conversations, you can store files directly against the relationship, and even view all active tasks against that relationship. Making everything easier to manage versus flicking through several different software suites.

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In addition to this, there are several other ways that GetBusy can improve your workflow:

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• Click and drop any file up to 200MB, with no storage limits
• Easy recall of documentation
• Integrate with Outlook to store conversations too
• Prioritise tasks to save time
• Capture e-signatures easily and from anyone
• Communicate with anyone – inside or outside your organisation, no subscription required.

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All of this is aimed at reducing confusing workloads, streamlining everything into one place so that you don’t miss out on key tasks or deadlines. And better yet, it does so in the simplest way possible. Our interface is clean and doesn’t require a five-hour course to learn. Open up and get started straight away!

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Installation is simple, so please contact the team if you want to be granted access to the GetBusy app.

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Launch any Vendor record in Workiro at the touch of a button.

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What types of business does this work for?

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The number of companies that use NetSuite is wide: media and publishing, wholesale retail, education solutions, financial services, food and beverage suppliers, energy companies, etc. Due to its wide application, NetSuite is a cloud solution that can be applied across numerous industries successfully.

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The Workiro app is designed to make the management of work and relationships in NetSuite smoother, no matter the industry. Used by over 8,000 teams worldwide, it successfully helps manage files, e-signatures, and tasks across multiple platforms. All available as a low-cost, easy-to-integrate solution.

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For more information on how this could help your team, book a demo today. We can help you discover how the Workiro app can transform your NetSuite experience.

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Official Workiro/NetSuite integration launch press release can be found here.

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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A short overview video of Workiro

“For everything in one place - documents, emails, decisions - Workiro is phenomenal. Especially in high pressure situations I couldn't do without it.”

A Workiro customer

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

Read Story

Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

OverviewCase OnboardingCase CommsAuditing

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CUSTOMER STORY

"Especially in high pressure situations, I couldn't do without it.”

Workiro customer

How An Insolvency Practice Went Paperless In Less Than 1 Month – Reducing Risk, With 16 Days Back Annually.

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