Workflow & financial
management systems for the
creative services industry
What are they?
Quite simply, workflow and financial management systems are software tools that provide the infrastructure to set up, integrate, execute and automate tasks, procedures and data flow within your creative business.
How to make them work hard for you
Systems software is more accessible and cost effective than ever before. The secret to making your investments work is to understand at the start what you want your systems to do and provide you at the end.
Yes, you want to automate and streamline creative processes, capture hours, log business costs and integrate data with your accounting software. But that’s just the start. The most important question to ask yourself is what do I want to achieve as a creative business and how can the implementation of these systems help me achieve it?
The power of these systems lies in their ability to capture the precise data you need to measure, manage and predict what’s happening in your business so you can make the most informed and timely decisions. And that’s how you remain profitable.
How we help
• Creative agency business and financial systems performance reviews
• Clarification of the precise data you need to make timely decisions
• Set up, integration and implementation of workflow and financial systems
• Provision of best practice creative industry systems dashboard for past, current and future performance visibility
• Staff training to set up and maximise your systems
• Monitoring and advisory to keep you on track.
Recommended workflow and financial systems
Over the years, we’ve trialled and evaluated an enormous number of cloud-based systems for the creative industry. We can work with you to maximise the capabilities of your current systems or set you up from scratch.
These are our top recommendations for automated systems that work seamlessly together to provide outstanding data and save you time:
Xero – cloud-based accounting software
Futrli – forecasting and visualisation software
Receipt Bank – invoice & receipt capture software
WorkflowMax – job management software
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