A NetSuite Finance Team Story

Taking control to the next level

A next-generation app built for netsuite.

Workiro is the future of work, today. 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.

Strengthening your control environment

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

Libby
Director of Finance & Operations

The challenge

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?

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.

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.”