A new online system for submitting, approving and tracking customer requests — built to take the back-and-forth out of back-office finance.
Every customer request — a payment, an expense, a write-off, a document that needs sign-off — used to travel by email, spreadsheet and phone call before it was finally actioned. That worked, but it left everyone asking the same question: where is my request right now?
Accura Workflow is our answer. It's a purpose-built online system that takes a request from the moment a client raises it, through approval and internal processing, all the way to completion — with a clear record at every step.
Five things this changes for you and your team.
A request no longer needs to be chased through inboxes. From submission to routing, review and record-keeping, Accura Workflow moves each request along automatically — so nothing sits waiting simply because no one remembered to forward it. Behind the scenes, AI assists with reading and coding incoming invoices and bills, so data entry is faster and more accurate at the point it enters the system.
Clients and internal reviewers approve or query requests directly in the system, from anywhere. No printed forms, no waiting for someone to be in the office — just a clear, timestamped decision on record.
Every request shows exactly where it stands — awaiting client approval, in internal review, or processed and posted — so anyone who needs an answer can see it for themselves, instead of asking for one.
Turnaround time at every stage — client response, internal processing, posting — is captured as it happens and rolled up into live KPI reporting. No manual tracking, no end-of-month reconstruction from email threads.
Once a request is approved, it doesn't stop at a PDF or a spreadsheet row — it posts directly into QuickBooks as a bill, cheque, or credit card charge, with the reference written back onto the request. No second round of manual entry, and no gap between what was approved and what's in the books.
A quick look at the dashboard, the approval screen, live KPI reporting, and the QuickBooks posting queue. (Client names shown here are illustrative — real client data is never shown outside each client's own account.)
Accura Workflow was built the way we run back-office finance for our own clients: precise, accountable, and easy to check on. It's now live and already processing real requests end to end.
Want to see it in action?
Get in touch and we'll walk you through how it works for your team. Get in Touch