GetBusy's Finance Team Take Control with Workiro and NetSuite

Discover how GetBusy use Workiro with NetSuite to maintain robust processes and provide the strongest possible control environment for everyday work.

“Using Workiro alongside NetSuite allows you to work efficiently with your team, remotely or in the office.”

Libby, Director of Finance and Operations

The who

With over 74,000 paying users across multiple market sectors and jurisdictions, GetBusy is an established and fast-growing SaaS business delivering a range of tools and end-to-end workflows such as digital asset and document management, tailored templates, quotes/proposal development, form-fill, authentication, e-signatures and approvals, workflow and task management, chat, and complex digital certification.

Taking control to the next level

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Workiro is a next-generation app built for NetSuite - tasks, communication, documents and e-signatures, all in one place and integrated with NetSuite. Helping you get any work done, with anyone, in a better way.

Discover how our own finance team uses Workiro to maintain robust processes and provide the strongest possible control environment - all whilst providing great flexibility and visibility.

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The Challenge

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Libby is responsible for an entire finance function within a £15m multi-national business, spanning 3 countries and 4 currencies. This level of responsibility brings along a whole stack of work to keep on top of:

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Visibility:

Managing a team of people with different responsibilities. How do you track and view who is doing what, and why?

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Communication:

Customer queries, team tasks, auditor requests. How do you easily track what's been said, and to who?

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Organisation:

Customer and vendor contracts, excel calculations. How do you find the right file in a timely manner?

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Tasks:

Month end, year end, planned checks. How do you make sure tasks and queries are followed up?

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Approvals:

Vendor bills, payroll runs, price changes. How do you keep track of and evidence approvals easily?

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Documents:

NetSuite records, contracts, customer NDAs. How do you communicate around and track documents?

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The Solution

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Enter Workiro... A next-generation app that uniquely combines task, communication and document management capabilities, including e-signature. Workiro eradicates all uncertainty at work, makes your life easier, and allows you to get on with your job better than ever before.

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Control

Workiro allows the team to securely share, store and sort documents against tasks, people and tags. No more hunting down missing work or worrying when it comes to audits.

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Clarity

Workiro erases the struggles of cross functional collaboration. The team replaced any uncertainty with even better communication together across the business.

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Flexibility

Workiro mitigates the pain of tracking team tasks both in and out of the office. It provides visibility of tasks within the team and who is responsible for what, and why.

“I’ve never worked somewhere where the systems work so well. The way we use NetSuite and Workiro together just enables me to get on and do my job.”

Kerry, Credit Controller

Conclusion

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Integrating Workiro and NetSuite has been the key to improving processes and speeding up the delivery of work for the whole team.

“Workiro naturally and intuitively makes the ‘why’ behind actions easy to see. Where this relates to customer or transaction records it’s automatically there against the record where you need to see it, and you can discuss and add to the conversation right there in NetSuite, in real time.”