Workflow Templates

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

Syft Analytics

Use this simple workflow template for offering additional services to your clients using Syft Analytics

Get template
Satago

Use this simple workflow template to start offering virtual credit control services to your clients with Satago

Get template
Reducer

A simple workflow template for creating cost-saving reports and sending to clients using Reducer

Get template
iWoca

A simple workflow template for setting up iWocaPay for your clients invoices

Get template
Soldo

A simple workflow template for setting up new clients in Soldo

Get template
Fathom

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

Get template
Fathom

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

Get template
Fathom

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

Get template
Fathom

A simple workflow for connecting new QBO companies to Fathom.

Get template
Fathom

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

Get template
Futrli

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

Get template
Connect4

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

Get template

Can’t find the right workflow template?
Get in touch with us
and we’ll make it happen.

Ready to get started?

Start 30-Day Free Trial