What does it do?
CynareFlow brings a firm’s workflows into an easy-to-use management system
It applies templates to predefined workflows to deliver consistent quality work
It allows for ad-hoc work to be included in the timetabling and budgeting processes
It links to a firm’s existing production and practice management systems to create and update workflows
It enables full reporting on work across the firm to enable data-driven decision-making
How is it different?
CynareFlow links to a firm’s existing systems to create and update workflows
When a document is created in the DMS and appropriately tagged, a workflow is triggered
When a new Client is set up on a firm’s practice management system, the Client take-on workflow is triggered
When annual accounts are filed, the workflow is completed
It brings together both Client and internal workflows in a single integrated system
It integrates with the Microsoft 365 technology stack to present workflows through Microsoft Teams, SharePoint, To Do, and Outlook
It compares information from Companies House with a firm’s internal systems, providing live information regarding deadlines and filings and alerting on any discrepancies
CynareFlow uniquely copes with one workflow “spawning” additional workflows
For example, a standard accounting job may identify the need for additional tax work in a different team
How much does it cost?
It costs from £120 per user per annum, plus setup fees
How is it used?
It is used in accounting firms to control the delivery of repeating and one-off jobs
What is the technology?
Cynare Platform web application
Cynare alerting system
Microsoft Graph API
What are the benefits?
Users manage all jobs through a single system and no longer need to use spreadsheets to manage their work
Users view and complete their tasks through whichever interface works best for them
Administrator Users set up templates to ensure jobs are completed consistently and deliver quality results
Partners and managers can see at a glance what work is going well and what is at risk of exceeding budgets or deadlines
CynareFlow ensures no potential problem goes unnoticed, by escalating issues until they are actioned
How does it work?
It uses the CynareLink data warehouse and aggregator to integrate with a firm’s existing platform and systems
It uses target and deadline dates, cost budgets and actual inputs to provide timely reporting and alerting
Acknowledgements and links
We make extensive use of the Microsoft technology stack and their latest Graph API
All Cynare solutions are tested for compliance with the Web Content Accessibility Guidelines