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.

FreshBooks

This is a step by step task list to create your Clients' FreshBooks accounts.

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FreshBooks

Use this step by step task list to create your FreshBooks Accountant account.

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FreshBooks

Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.

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FreshBooks

Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.

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Syft Analytics

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

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Satago

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

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Reducer

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

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iWoca

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

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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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