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.
Visibility
Managing a team of people with different responsibilities.
How do you track and view who is doing what, and why?
Communication
Customer queries, team tasks, auditor requests.
How do you easily track what’s been said and to who?
Organisation
Customer and vendor contracts, excel calculations.
How do you find the right file in a timely manner?
Tasks
Month end, year end, planned checks.
How do you make sure tasks and queries are followed up?
Approvals
Vendor bills, payroll runs, price changes.
How do you keep track of and evidence approvals easily?
Documents
NetSuite records, contracts, customer NDAs.
How do you communicate around and track documents?
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.
CLARITY.
Workiro erases the struggles of cross functional collaboration. The team replaced any uncertainty with even better communication together across the business.
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.
“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.”
Workiro provides a unique combination of features that help build exceptional relationships through incredible work.
Documents
Capture, organize, manage and store work easily.
Communication
Communicate with anyone quickly and securely.
Shared tasks
Share work with anyone, in a structured, clear way.
Signatures
Unlimited E-Signatures with a simple client experience.
Custom branding
Represent your brand with every interaction.
Alerts, reminders & more
Smart nudging and notifications.
“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.”
Unlimited Cloud Storage
Smart Classification
Search
Approvals & E-Signatures
Real-time Messaging
Audit Trail
Branded Client Portal
Secure File Sharing
Document Requests
Workflow Automation
Team Access
Security & Encryption
iOS & Android Apps
PC & Mac Apps
API Integrations