OneDesk for Finance Finance Work Management
How does OneDesk help my Finance team?
Manage Finance Operations and Client Billing in One Place
Handle Billing Inquiries and Financial Report Tickets
Internal finance teams get requests for reports, data analysis, or system access. Track these tasks as tickets in OneDesk, submitted via email or internal portal. Customize views to see requests by department or deadline. Track completion times against internal SLAs. Report on reporting request trends.
Client Portal for Secure Access to Financial Reports
Organize core finance tasks like month-end close, financial analysis projects, or audit preparation. Break down complex analyses into subtasks for data gathering, modeling, and presentation. Use dependencies to ensure data reconciliation happens before reporting. Schedule reporting deadlines and track progress.
Log Time for Financial Analysis Tasks
Finance professionals can track time spent on specific analysis projects, audits, or reporting cycles. Use OneDesk's timer for focused work or fill out timesheets for a weekly overview. Understand effort distribution across core finance activities. Identify opportunities for process automation or improvement.
Manage Tasks for Financial Reporting and Analysis
Streamline core finance processes with OneDesk automations. Set up multi-step workflows for month-end close tasks, assigning steps sequentially. Automatically route analysis requests based on complexity or required expertise. Trigger notifications for budget threshold alerts.
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