There is a better way
Spreadsheets have served us well, but do you dare to add up the time your team spend doing repetitive tasks each month?
Instead, being able to access up-to-date data from your key systems enables you to invest your time once and define the logic and rules that are needed to turn your data into an accurate workflow that will deliver the output needed in seconds and share this across your organisation.
Make Commissions a breeze
Build robust workflows that can combine the data needed from multiple systems and cope with your complex rules and caveats
- Access the data directly from your CRM, Timesheet and Accounting Systems
- Create workflows that perform the calculations that you would have done in a spreadsheet
- Refresh them so they are available when you need them an send the results by email
Data inputs across platforms
Access your perm placements data from your CRM and Contract margin from your Timesheet system
Customise with your scheme rules
Build in your scheme rules and calculations into a workflow with the checks and balances needed
Regular updates and individual statements
Distribute your results by email or using our portal so consultants can review their earnings at any time
Choose your data input
Access your invoicing data from either your Timesheet or Accounting system
Define your calculation
Define whether you want to cut off to the day, week ending or week commencing
Detailed journal back up
Export the detailed transactional data to support your journal back ups
Speed up your month end close
Calculating your cut-off Accrued Income and Cost journals can be a real bind. Instead, define your rules and simply access the detail and results from our portal.
- Eliminate Errors
- Time Savings
- Auditable Backup
- Refresh as required
Keep those systems in sync
Control checks are necessary but boring. Ensuring records are being transferred between systems is a key control, but your time could be better spent adding value elsewhere.
- Run checks more frequently
- Improve system data accuracy
- Push the queries back to owners
Pay and bill to Accounting
Ensure that invoices raised from your timesheet system have been exported and recorded by finance
Placements to timesheets
Check that new placements or amendments have been updated in the timesheet system correctly
Trigger alerts to the owners
When exceptions are found, alert the relevant business owners to correct any issues