Build a process once. Run it forever.
Your best people already know how to do the work. Templates capture that knowledge so everyone follows the same steps, every time. No tribal knowledge, no missed steps, no reinventing the wheel every Monday morning.
Reinventing the wheel every time?
Every new client means rebuilding the same process from scratch. Every new hire means explaining it all again.
30 minutes to set up each new job
Copy the task list, assign the people, set the deadlines, attach the documents. You have done this a hundred times. Your team has too.
200+ hours per year on manual job setupThe process lives in one person's head
Your best staff know the steps. When they are on holiday, sick, or leave, the knowledge walks out with them. New hires take months to reach the same standard.
Different people, different results
Two employees handle the same type of work in two different ways. One misses a step. The other adds unnecessary ones. Neither follows the ideal process.
Recurring jobs still created by hand
Monthly VAT returns, quarterly reviews, annual audits — the same jobs every cycle, set up manually every time. Forgetting one means a missed deadline.
Six ways templates eliminate repetitive setup
Each one removes a different kind of manual work from your week.
Standardize any workflow into a reusable template
Capture your best process as a template — steps, assignments, deadlines, documents. New team members follow the same process your veterans built. The knowledge lives in the system, not in someone's head.
Recurring jobs create themselves
Set a repeat rule on any template. Monthly VAT returns, quarterly reviews, annual audits — each job appears on schedule with the right tasks, the right people, and the right deadlines. You stop remembering and start reviewing.
Clone jobs for similar clients in one step
Select a template, pick the clients, generate. Twenty payroll jobs for twenty clients, each correctly assigned and deadline-set. What used to take a morning takes two minutes.
Break complex work into repeatable steps
Chores define the individual steps inside a template. When a job is created from that template, each chore becomes a trackable task. Complex engagements become sequences of simple, completable steps.
Update a template, improve every active job
Found a better process? Change the template and every active job generated from it inherits the improvement instantly. No manual editing of dozens of individual jobs. Your templates and your live work stay in sync permanently.
Deploy new workflows to 50 clients in one action
Regulatory change affecting all your clients? Create the template and deploy it to every affected client simultaneously. What would take hours of manual job creation takes minutes. Think once, apply everywhere.
Build it once, watch it run itself
The calm that comes from knowing every recurring job follows the same proven steps — without you setting it up each time.
The cost of doing it manually
42%
Of finance activities can be fully automated — templates and recurring workflows are where it starts. (McKinsey, 2018)
88%
Of spreadsheets contain errors. Standardized templates eliminate the manual re-entry that causes them. (Prof. Panko, U. Hawaii — 14 studies, 967 subjects)
35% to 15%
Admin time drops when recurring work creates itself instead of being set up by hand each cycle.
The honest part
Templates take about 20 minutes to set up the first time. You need to think through your process, define the steps, and set the deadlines. After that, they run themselves. The upfront investment is real — but so is the return.
Set it up once for your team.
They follow the process without thinking about it. 14-day free trial, all features included.
Start My Free Trial 90-day double-your-money-back guarantee. Build your first template in 20 minutes.