WorkSweet is a web platform that we built for a bookkeeping firm with a goal of helping them becoming a software company.
Around 100 companies are signed for a paid subscription as of now and this number is growing steadily.
Developing this platform helped the bookkeeping firm to:
Advanced Quickbooks API integration
Reporting with astonishing charts and graphs
Tasks and templates for them
Resource allocation and reporting
Informative report which compares main business metrics with budgeted numbers.
Data is pulled directly from client company’s Quickbooks account, scoreboard aggregates data from Profit&Loss, Balance Sheet and Cashflow reports.
Targets are budgeted numbers from relevant Budget from Quickbooks.
Data is automatically synchronized with Quickbooks and is displayed in near real-time.
Budgets are imported directly from Quickbooks.
Dashboard displays data from Quickbooks using custom formulas in a near real-time via astonishing charts and graphs.
Resulting data on the charts is compared with budgeted numbers.
Transactions are built to help bookkeepers surveying customers about specific unknown Quickbooks transactions.
The features has automated the whole process and increased the speed of categorizing transactions significantly.
Before that bookkeepers were sending an Excel Sheet file to clients with unknown transactions once a month which was a lot more time consuming and also unattractive for clients.
Tasks is a feature that bookkeepers use to set up their operations. Tasks are displayed in a list view and can be created using pre-defined Task Templates.
Time tracking allows track time on billable tasks. The tracked hours could be displayed in a customized report.
Resource allocation and reporting is a powerful feature that leverage Tasks and Time Tracking to help bookkeeping firm owners.
Messages is a main centralized place for communication between team and client’s users.
Files were built via several iterations, gathering user feedback. Files are vizualized in list and grid views. There are abilities to bulk delete, download, upload and move files between folders.
Notes store client’s information with an ability to enable an additional layer of security by encrypting the note.
User Management is a feature to create and invite clients and bookkeepers to the application.