SmartFlow
SmartFlow is an intelligent workflow management solution designed for modern accounting firms. Create once-off tasks, build customised workflows with AI assistance, collaborate in real time, and keep all task-related communication and notes in one connected workspace. With a complete team overview and real-time progress tracking, you'll always know what needs attention and who's responsible.
AI Workflow Builder
Create customised workflows in minutes with the help of a built-in AI assistant. Design processes that match your firm's way of working and standardise recurring tasks across your team.
Task Management & Deadlines
Create once-off tasks, assign them to team members, and set due dates with ease. Keep work organised, ensure accountability, and never miss an important deadline.
Team Overview & Progress Tracking
Get a real-time overview of your team's workload and monitor the progress of every task. Identify bottlenecks, balance resources, and ensure work moves smoothly from start to finish.
Collaboration & Task Notes
Keep all task-related discussions, notes, and updates in one place. Improve communication, maintain context, and ensure everyone has the information they need to get the job done.
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