ZenWorkflow

ZenWorkflow is practice management software for professional firms, including accountants, auditors, and law practices. It combines client work, time tracking, billing, and compliance into a single platform. You can manage your entire operation in one place.

The system is built around the core tasks that professional firms handle every day. It's all connected.

• Workflow Management: Create custom workflows for any service. You can assign tasks, track budgets against hours and fees, and monitor progress from start to finish.
• Billing & Invoicing: Quickly turn tracked time into invoices. The system supports hourly, fixed-fee, and hybrid billing models and tracks payment status automatically.
• AML/KYC Compliance: Perform automated checks for PEPs, sanctions, and adverse media. It helps you manage risk assessments and document collection to maintain a full audit trail.
• Time & Leave Management: Capture billable hours against specific jobs and manage team leave in a shared calendar. This keeps capacity planning and timesheets accurate.
• Client Management: Keep all client details, documents, and contact history in one organized profile so your team gets a complete view.
• AI Reports & Dashboards: Get a real-time overview of your firm's performance. Dashboards highlight active workflows, overdue invoices, and compliance gaps.

Instead of using separate tools for compliance, invoicing, and project management, ZenWorkflow integrates them. Time entries flow directly into invoices, and compliance checks are part of the client onboarding workflow. This reduces manual data entry and helps prevent things from falling through the cracks.