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How to automate Accounting tasks workflow with monday.com 4 месяца назад


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How to automate Accounting tasks workflow with monday.com

Are you an accountant or bookkeeper struggling with task management, workflow automation, and team coordination? In this video we showcase how the task automation is set up in our monday.com Accounting Solution. The solution is designed to help you automate routing tasks to prepare for lodgements, manage client services, and streamline workflows—all in one centralised platform. ✅What You'll Learn: 🔹 How to structure your monday.com boards for accounting 🔹 Automating recurring tasks and deadlines 🔹 Managing client services, pricing, and responsibilities 🔹 Tracking workload, capacity, and financials 🔹 Using custom views for better team visibility With our three-layer hierarchy, you’ll eliminate spreadsheets, improve accuracy, and ensure nothing falls through the cracks—whether you're managing 200 clients or 2000+. 🚀 Book a Free Demo and Discovery Call: https://calendly.com/d/cpjm-szz-fpm https://www.kickconsulting.com.au/ 📌 Subscribe for more workflow automation tips!

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