Accounting: Enhance Accuracy and Streamline Operations with Checklists
In the accounting industry, every detail matters. Manifestly can help streamline your operations and enhance accuracy.
Our cloud-based checklist solution ensures accuracy and efficiency in your accounting operations
Ensure accuracy with our cloud checklist solution.
Accounting firms can rely on Manifestly Checklists to enhance operational efficiency and ensure accurate reporting.
- Use our workflow templates, such as a 'Monthly Financial Close Checklist'
- Discover accounting workflows in our templates library
- Collect any kind of data within your workflows
Monthly Financial Close
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1.
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Gather Financial Statements |
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2.
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Reconcile Accounts |
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3.
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Review Revenue and Expenses |
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4.
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Adjust Journal Entries |
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5.
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Finalize Financial Statements |
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Audit Preparation Workflow
| . | Robert Smith |
Susan Lee |
John Doe |
|---|---|---|---|
| Collect Audit Documentation | |||
| Review Internal Controls | |||
| Perform Preliminary Testing | |||
| Discuss Findings with Management | |||
| Finalize Audit Report |
Bird's eye views let you track process status across multiple ongoing checklists
Quickly track the status of multiple workflows such as month-end close and audit preparation concurrently being worked on.
- View summary views to see the status of workflows by client, task, or team member
- Work on multiple workflows simultaneously without the need to switch between specific checklists to complete your tasks or add comments
- Create custom dashboards to view exactly what you want to see
- Customize notifications for email, Slack, Microsoft Teams, and even web push notifications to stay connected in real-time
Standardize your procedures and prevent crucial information from being missed
- Reduce the risk of human error with automated data collection
- Create and embed custom data collection forms in your workflow
- Utilize conditional logic to handle unique process situations effectively
- Implement supervisory sign-offs on processes
More than just checklist software
Realtime Live Support
Free onboarding support so you can quickly start using Manifestly like a pro. Let's talk.
Data Security
Protect your firm’s data with industry-leading data privacy and security.
+1000 Integrations
Our Zapier integration will connect the systems you already use. For advanced capabilities, use our API and webhooks.
Questions about using Manifestly for Accounting?
Accounting firms use Manifestly to manage many of their repeated processes such as financial close, audit preparation, and tax preparations.
Usually you do not. You only pay for people you add to the system with Admin and Full User permissions. Limited Users are free and you will likely have those on your team.
Yes. Our software has Progressive Web capabilities so it appears as an app on your phone. Nothing to install, just browse to Manifest.ly on your phone or tablet to use the app.
Free Workflow Templates for Accounting Professionals
Get set up quickly with the help of some predefined accounting-focused checklists.
Monthly Financial Close checklist
Year-End Accounting checklist
Accounts Payable checklist
Accounts Receivable checklist
Tax Preparation checklist
Audit Preparation checklist
Payroll Processing checklist
Bank Reconciliation checklist
Expense Reporting and Reimbursement checklist
Financial Reporting checklist
Budget Preparation checklist
Account Reconciliation checklist
Fixed Assets Management checklist
Inventory Management checklist
New Vendor Onboarding checklist
Internal Controls checklist
Cash Flow Management checklist
Credit and Collections checklist
Financial Analysis checklist
Journal Entry checklist
Capital Expenditure (CapEx) Approval checklist
Quarterly Budget Review checklist
Financial Planning and Analysis (FP&A) checklist
New Client Onboarding checklist
Debt Management checklist
New Employee Onboarding checklist (Accounting Department)
Performance Review checklist (Accounting Staff)
Regulatory Compliance checklist
Chart of Accounts Maintenance checklist
Cost Accounting checklist
Investment Reconciliation checklist
Grant Accounting checklist
Accounting Policy Updates checklist
Software and System Migration checklist (Accounting Tools)
Insurance Renewals checklist
Loan Covenant Compliance checklist
Merger and Acquisition Due Diligence checklist
Client Contract Renewal checklist
Vendor Contract Negotiation checklist
Lease Accounting checklist
Accounting Standards Update checklist
Data Backup and Recovery checklist
Employee Expense Policy Compliance checklist
Accounting Department Workflow Optimization checklist
Financial Risk Assessment checklist
Corporate Tax Filing checklist
Employee Termination checklist (Accounting Department)
Yearly Accounting Department Goals Setting checklist
End-of-Month Sales and Revenue Reporting checklist
Checklist software for accounting professionals
With Manifestly, your team will Never Miss a Thing.
