Workflow management

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

For example

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?

CynareLink database

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


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