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An operations management software made for accounting firms by an accounting firm owner
An average accountant spends approximately $1,943 per month on software, but with ProcessWurks, accounting firms can save all that. Reduce costs and improve efficiency with ProcessWurks.
Our User-Friendly Workflow Builder Brings Automation to Every Aspect of Accounting business
Click on Create Workflow Button.
Select the applications you would like to integrate.
That’s it! You can now enable your workflow and save countless hours of manual work.
ProcessWurks is designed to support everyday operations of an Accounting firm. It comes with the power to automate every function of your accounting firm, from marketing to daily operations. For example: When a new lead is added to any pipeline, it automatically triggers the follow up sequence to book an appointment with that lead.
Only the action steps will consume your task count, unlike other competitors who charge for everything.
With ProcessWurks, you will save $23,316 on software bills and this one software will streamline the entire firm’s operations.
ProcessWurks is equipped with user-friendly in-tool features that enable you to easily craft advanced workflows. These features include scheduling, delay, router and many others.
Set up a date and time at which you want the workflow to be executed. Like on a specific day, once in a day, and every min/hour/day/week.
Create advanced workflows with the help of routers/paths. With the help of a router, you will be able to execute different actions based on the filter conditions you set.
Delay step allows you to delay performing the next action for a specified amount of period. The period can be either mins/hours/days/weeks or any specific date and time.
Integrate to any application with an API using API modules. This module offers custom options and supports many different API structures.
Email Parser automatically extracts data from the incoming emails like email name, subject, the body of the email, attachments, etc. which can be processed further.
Dashboard divides a collection of data into numerous values, which are then processed one by one until the last value is reached. Each value can be passed to other action steps added after the dashboard step.
Processwurks provides a comprehensive solution for accounting professionals looking for an easier way to manage their workflows or help them grow their business. You can save time by automating manual tasks and managing your team’s workflow from anywhere in the world.
We’re committed to the security of your data. Processwurks uses 256-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request. We’ve set industry standards for security. You can rest assured that your data is safe with us.
Processwurks lets you automate repetitive tasks using a simple drag-and-drop interface. You can manage your business data (client or marketing) in one place and share it with relevant team members. Plus, you got a template for everything from sales to marketing.
Processwurks allows you to create a white-labeled client portal that anyone can use without any technical expertise. It helps you to create a memorable brand by creating a seamless user experience for your clients at affordable prices.
1-on-1 onboarding
Training sessions
Easy to use software
Custom Workflows
Automate Sales & Marketing
Keep in mind that Zapier’s team member feature is only available with their plan starting from $449 per month, which is more expensive compared to ProcessWurk’s offerings.
ProcessWurks offers a team member feature as well where you can add team members to your ProcessWurks with restricted access so that they can create and manage workflows for you.
The best part about the team member feature is that you can add as many team members to your ProcessWurks account. There won’t be any limitations on adding the team members.
The world of accounting can be demanding, overwhelming, and challenging. Many accounting firms face the struggle of too much work, too many clients, and too little income.
This eBook will guide you through the journey of transforming your accounting firm by harnessing the power of effective pricing.
