Finlens' Collaboration Management Features
Finlens' collaboration features designed specifically for finance teams dramatically improve the efficiency and management of CPA firms.
- Permission management: support for assigning different permissions to team members (e.g. read-only, edit) to ensure data security
- Task coordination: transactions that require approval can be flagged within the platform, workflows can be set up, and email exchanges can be reduced
- Information sharing: support for financial report sharing, transaction comments and task assignment for transparent management
- Multi-client management: Dashboard centrally displays the financial status of each client, making it easy for accountants to switch and compare quickly
Use cases show that Finlens has reduced client account processing time by an average of 251 TP3T for CPA firms and improved team communication efficiency by 501 TP3T. one mid-sized CPA firm reported that it was able to process an additional 151 TP3T of client business per month after adopting Finlens.
This answer comes from the articleFinlens: AI-powered financial automation tools for startups and accountantsThe
May not be reproduced without permission:AI productivity tools " Finlens' Team Collaboration Features Optimize CPA Firm Workflow
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