Workflow Template Library

Getting started doesn't need to be hard work.
Browse our growing collection of workflow templates and import them straight into your workspace.

Soldo

A simple workflow template for setting up new clients in Soldo

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Fathom

Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.

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Fathom

Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.

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Fathom

A simple workflow template for running reports for your clients using Fathom

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Fathom

A simple workflow for connecting new QBO companies to Fathom.

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Fathom

A simple workflow template for adding non-QB advanced companies to Fathom

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Futrli

A simple workflow template for rolling out Predict+ with your clients.

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Connect4

A workflow template for setting up a new client pod in Connect4 for clients when they join your firm

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Clarity

A workflow template for identifying areas of improvement in your clients' businesses using Clarity.

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Reza Hooda

A workflow template for processing your clients monthly payroll

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Heather Townsend

A simple process for qualifying enquiries and moving them through your sales process

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Simon Chaplin

A simple workflow template to use when disengaging clients from your accounting firm.

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