Discover how Systemise helps accounting and bookkeeping teams create consistent workflows, manage deadlines and keep important information all in one place.
Keeping work consistent across a busy accounting or bookkeeping practice can be difficult. Different team members may complete the same task in different ways, deadlines can be hard to oversee, and useful knowledge is often stored in someone’s head rather than the workflow itself.
In Episode 3 of our FAQ series, Xenon Connect’s founder Gareth explains how Xenon Systemise helps firms bring their processes, bookkeeping checks and team knowledge together in one place.
What is Xenon Systemise?
What problem does Systemise solve for accountants and bookkeepers?
Creating more consistent and connected workflows:
Maintaining consistent processes across an accounting or bookkeeping practice can be challenging, particularly when different team members have their own ways of completing tasks. Important bookkeeping information can also become disconnected from the checklist being followed, making it easier for issues to be overlooked.
Systemise brings the workflow and bookkeeping data together within Xenon Connect. Relevant bookkeeping checks can be embedded directly into specific task steps, ensuring team members have the information they need at the right point in the process.
For example, an unexpected tax code check could be linked to the relevant step within a VAT return workflow. This allows the person completing the task to identify and review the issue as part of the process, ultimately helping the team complete work more consistently and in line with the firm’s expectations.
Managing deadlines and workloads:
This visibility also benefits managers by providing an overview of workloads across the team. They can quickly identify where work may be falling behind, where additional support is needed or whether tasks should be reviewed, prioritised or reassigned.
Gareth’s favourite Systemise feature: Sticky Notes
This allows users to attach a digital sticky note to an individual task or workflow template.
Sticky Notes help firms capture information that might otherwise be held only in a team member’s head. By placing that knowledge directly within the relevant client or task, it is available whenever someone completes the work.
This is especially useful when a team member is on holiday, leaves the firm, or a new colleague takes over a client. Instead of searching through messages or relying on a handover conversation, the important context is already attached to the process and ready to use.
Bring greater consistency to your practice
By combining templated workflows, bookkeeping checks, workload visibility and shared team knowledge, Xenon Systemise helps practices create a more consistent and organised way of working.
Whether you want to improve deadline management, standardise recurring tasks or make important client information easier to find, Systemise keeps the process connected within Xenon Connect.
Still have questions? We’re here to help.
Whether you’d like to learn more about the health score, see Xenon Connect in action and everything else it has to benefit your firm, our team is here to help.
Book a free demo, get in touch with us, or sign up for a free-for-life partner account today. We are happy to answer any questions and show you around!
If you’re ready to take a smarter approach to bookkeeping, there’s never been a better time to get started. Every new partner receives a free Partner Account for life, giving you the opportunity to experience Xenon Connect and discover how it could transform the way your practice works.