Continuing our series, today, we are going to look at some examples of flows you can utilize to help your practice’s clients with automation. Create one of these flows for your client, or go with all three, to automate several repetitive processes with smart notifications.
1. Thanking customers for invoices paid in full.
Partially paid invoices are unpleasant both for you as an accountant, as well as for your clients. Make those clients that pay their invoices in full feel special with a personalized thank you note:
2. Notifying vendors when bills are paid to speed up delivery.
Speed up deliveries for your retail clients with this flow, automatically contacting their Vendors once their bills are paid.
3. Unusual credit card activity notifications.
Does your client travel often or has several credit cards that they struggle to keep under control?
Create this flow for them to help them regulate their spending habits:
There are thousands of flows you can create to help yourself as well as your clients with smart notifications. Let us know which one is your favorite!
What else you can automate with Flowless:
Help Your Clients Manage Their Inventory
Help Your Clients Track Account Activity
Get Paid On Time
Manage QuickBooks Sales and Expenses Faster
Help Your Clients Enhance Their Customer Loyalty
Automate Shipping Process