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.

Amy McLaughry

A simple workflow template for pulling monthly bank statements from Paypal.

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Melanie Schroeder

A simple workflow with an automated email to request bank statements from clients each month.

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Pixie

A simple workflow for monthly bookkeeping services in the UK.

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Pixie

A simple get-started-fast bookkeeping workflow template for firms in the USA.

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Kellie Parks

A great starter pack to streamline your workflow. Workflows include cash coding bookkeeping, full bookkeeping cycle with AR/AP and Period end file review.

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