BankLink Workflow Manager

BankLink Workflow Manager has been designed to help accountants provide both quicker and more certain turnaround of work. It optimises the flow of client work through your practice and the unique traffic light system indicates the status of each job. This gives you an accurate “snapshot” of your practice at any given time. Peaks and troughs can be eliminated, so that your workflow remains consistent throughout the year.

The result is a more focused team, more loyal clients and ultimately an improved bottom line. BankLink Workflow Manager removes bottlenecks and frees up your senior staff to focus on higher-value work. You’ll be able to provide your clients with a more efficient, higher-value service, which will set you apart from your competitors.

BankLink Workflow Manager is designed to:

Increase your profitability

Reduce debtors and write-offs
Bill earlier to improve cash flow
Create more billable hours

Control your workflow

Check and report on the status of each job
Set start and completion dates
Remove bottlenecks, peaks and troughs

Manage your capacity

Plan the capacity of your team
Allocate jobs against that capacity
Reduce Work-in-Progress so that urgent jobs can be addressed without creating bottlenecks

Give you a competitive edge

Provide certainty to clients on price and delivery dates
Guarantee a 4 week turnaround
Have more time available to spend with clients

Manage staff performance

Improve staff morale
Experience a more energised work environment without reducing output
Reduce daily workload and become less stressed without reducing output

BankLink Workflow Manager is more than just software. We are interested in how your business performs and grows, and we provide an ongoing business consulting service that is designed to foster that growth.

We offer the unique opportunity to benchmark your practice performance against others in the industry. Anonymous monthly data indicates how other practices using BankLink Workflow Manager are performing
Health-check visits to your practice will ensure you are maximising the opportunities that BankLink Workflow Manager has to offer
Consultants make regular telephone contact, keeping you up to date with BankLink and the industry in general

BankLink Workflow Manager specialists are available to provide ongoing training and helpdesk support. For more information please call us toll free on 1800 123 242.