Never miss a deadline. Never lose track.
ZenWorkflow keeps workflows, clients, time, invoicing and AML/KYC checks in one system, so your practice stops running on spreadsheets, shared inboxes and six different logins.
All your client information in one place.
Engagements, hours, invoices, documents and AML files all hang off the same client record. Your team stops re-typing and starts finding.
One client record your whole team trusts
Keep every client's details in one organised place. Every engagement and invoice you ever run, contacts, group structures, documents on a single record. Add the custom fields your practice needs and find anyone in seconds.
- Full engagement, time and invoice history
- Custom fields you can filter by
- Contacts and group structure in one view
- Saved filtered views for the staff
Know what is open, what is late and who it is waiting on
Set the service up once. Run it a thousand times. Every audit, VAT return or annual filing follows the same steps, so nothing depends on one person remembering. Budgets sit beside actual hours, and status is visible without asking.
- Recurring workflows and deadlines created
- Budgeted hours and fees against actuals
- Track every workflow to completion
- Multi-user assignments with controlled access.
- Comments and activity on every workflow
Built-in compliance that protects your practice
Run PEP, sanctions and adverse media searches, score risk with your own questionnaire and track document expiry, all against the client record your team already works in. When the regulator asks, the audit trail is already there.
- Risk questionnaires and rating scales you define
- PEP, sanctions and adverse media screening
- KYC document collection with expiry reminders
- Share client profiles for easy completion
- Full audit trail and reporting
Bill every hour you worked, and know which ones you didn't
Pick a client, see every unbilled hour and expense, choose what goes on the invoice, send it. Fixed fees, hourly rates and hybrids all work the same way.
- Automated time-to-invoice conversion
- Hourly, fixed-fee and hybrid billing
- Estimates that convert to invoices
- Credit notes, receipts and statements of account
- Track invoiced vs. paid status per workflow
Plan the busy season around who is actually here
Staff request leave, managers approve it, and balances, public holidays and work schedules update themselves. Leave appears in timesheets and capacity, so planning around it takes no extra work.
- Leave requests with manager approval
- Shared team calendar with live balances
- Leave types, allowances and accruals you configure
- Public holidays and work schedules built in
- Leave reflected in timesheets and capacity
Everything your practice needs, in one place
Every feature in ZenWorkflow is built to solve a real operational challenge. Whether you’re tracking time, managing leave, reviewing reports, or coordinating your team, everything works together to give you complete visibility over your practice.
Time Tracking
Log hours against a client, service and workflow. Weekly timesheets go to a manager for approval, so every billable hour reaches an invoice.
Reports and AI
See your entire practice at a glance with real-time dashboards, reports, and AI-powered insights that highlight what needs attention.
Roles & access control
Decide who sees clients, financials and settings with granular permissions. Restrict staff to their assigned clients when you need to.
Powerful features that save you time
Workflow Management
Create and manage unlimited workflows with custom tasks, budgets, and team assignments
Client Management
Complete client profiles with contacts, company history, and unlimited custom fields
Custom Fields & Reporting
Build custom fields and filtered views for any reporting need across the platform
Time Tracking & Leave Management
Track billable hours and manage employee leave requests with approval workflows
Invoicing and Receipts
Generate professional invoices from time entries with support for multiple billing models
KYC/AML Compliance
Automated PEP screening, risk assessments, and document tracking for full compliance
Ready to transform your practice?
Join professional firms that trust ZenWorkflow to manage their operations efficiently and compliantly.
No credit card required. Free 14-day trial.