Work flows. Business grows.
Know exactly what is being done, by whom, and where it stands.
Streamline is a web-based system that puts tasks, the conversation about them, the documents they produce and the deadlines they carry in one place — configured to the way your firm already works.
In daily use by accounting, brokerage and professional services teams in South Africa.
What it replaces
- Work is agreed in a meeting and then lives in someone's head.
- The status of a job means phoning three people to find out.
- Documents and approvals sit in inboxes nobody else can see.
- Deadlines are remembered rather than tracked.
Streamline makes the task the centre of communication, so the record of the work is the work itself.
Three things change in the first month
Conversations stop getting lost
Every message sits on the task it relates to. New people can pick up a job without being briefed from memory.
Documents come out of the process
Forms, fillable PDFs and generated documents are produced from information already captured, not retyped.
Status is visible without asking
Dashboards and reports show workload and progress across people and clients in real time.
What Streamline does
The full pictureTask-centred communication
Every conversation is attached to the task it belongs to, so nothing lives only in someone's inbox or head.
Notifications and progress tracking
People are told what needs to be done, and you can see where each item stands without asking.
Workflows and forms
Scripted steps and custom forms, including fillable PDFs, so work follows your process every time.
Document generation
Produce the documents your process requires from the information already captured against the task.
Reporting and dashboards
See workload, progress and history across people and clients.
Time logging
Record time against tasks as work happens, not from memory at month end.
Mobile access
Log in and keep working from a phone or tablet.
Diary and deadlines
Recurring and dated obligations stay visible instead of slipping.
Firms already running on Streamline
These organisations use Streamline in daily operations.
Pure Innovation
Kim Kemp
QSI Brokers
Heila Nel
Bocal Africa
John Loesch
CEO, Interact Accounting Services
Nadia Cronje
Statucor
Matthew Wray
Maverick & Associates
Karin Louw
See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.