Accounting firms often face problems with segregation of client data and inefficient communication.Finlens' team collaboration features enable a leap in efficiency by..:
Collaborative workflow program
- hierarchical administration of competence: Fine-grained control of partners (full access), accountants (edit access), interns (read-only access)
- Centralized workbench: Separate sub-accounts for each customer, support for quick switching of views to avoid data confusion
- Online annotation system: Add query tags directly to the transaction record and the system automatically notifies the responsible person
Key Functional Applications
- utilizationPending Approval Transaction KanbanCentralized processing of large expenditure approvals and shortened approval cycle 60%
- opensAutomated month-end reminders:: Push to-do list to team 3 days in advance
- configureCustomer-specific templatesPredefined categorization rules for customers in different industries (e.g., restaurant vs. technology)
Actual results: After the application of a 10-member accounting firm, the processing speed of client accounts was increased by 40%, and the team's overtime time was reduced by 65%.
This answer comes from the articleFinlens: AI-powered financial automation tools for startups and accountantsThe
May not be reproduced without permission:AI productivity tools " How to optimize the efficiency of collaboration when handling multi-client accounts in an accounting firm?
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