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Finance Teams

Finance Teams

We understand the unique challenges accounting and finance teams face. In fact, our founder is a former CFO and has more than 20 years' experience working with teams just like yours. We built WorkView from the ground up to help finance teams manage ALL their work in one place – from simple tasks to complex projects and everything in between.

We understand your issues

Accounting and finance teams work in dynamic fast-paced environments and deal with a unique set of issues and needs. We built WorkView especially for you!
  • Manage month-end close process
  • Audit planning
  • Budget cycles
  • Compliance tracking
  • Ad hoc project management

Comprehensive Work Management

You need a system that can manage ALL your work in one place. WorkView provides you with robust features that can handle your most complex needs.
  • Manage simple tasks, complex projects, and everything in between
  • Recurring tasks
  • Dependencies
  • Templates
  • Issue management

Built for dynamic work environments

The way people work has changed dramatically. You need a work management platform that can keep up with today’s modern work environment.
  • Quickly capture spontaneous tasks
  • Manage remote work forces
  • Collaborate with vendors and 3rd party contractors
  • Meeting management
  • Mobile app provides full access 24/7

Full visibility and team management

WorkView makes you a better leader by giving you the tools and technology you need to have full visibility into what your team is working on.
  • Dashboards and analytics
  • Review work assigned to others
  • Accountability management
  • Transition management
  • Real time performance feedback

Custom Reporting

Use one of our canned reports, build your own reports, or have us build a custom report for you. WorkView ensures you can always get exact data out of the system in the exact format you need.
  • Extensive canned reports
  • Customizable reports
  • Export to PDF, Excel and other platforms
  • Scheduled reports
  • Drill-down to underlying data

Integration, Security and Stability

In addition to our world class infrastructure and security, WorkView has deep integrations with the apps you already use.
  • Fully integrate your Outlook calendar and emails
  • Box, Dropbox and other document repositories
  • Custom interfaces available via our open API
  • Strong focus on security and data privacy
  • World class scalable infrastructure