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Financial Workbench

 

Complete Control Over Your Cash Flow

Access All Financial Functions from a Single Screen

The WorkWise ERP Financial Workbench gives you complete control over every aspect of your cash flow – from expected shipments to credit and collections. Manage all your accounting needs, including General Ledger, Accounts Receivable, Accounts Payable, and Cash Management.

The Financial Workbench allows all financial functions to be accessed from a single screen with security by function for a single user or user group.

WorkWise ERP Financial Workbench

The WorkWise ERP Financial Workbench uses a browser panel to quickly locate any financial transactions and drill into the source of those transactions. You can create your own customized queries, and even narrow your search criteria by defining each field in the search function.

Once the browser is populated from your query results, simply click any item listed on the left to display Balance details on the right side of the Workbench. From there, you can drill down into the financial transactions and the source of those transactions found within the WorkWise ERP application(s).

The Original Role-Based ERP Software

Role-Based ERP Workbenches by WorkWise are an innovation that allows the user to assemble all the modules and applications necessary to fit a particular role or task into a single view. Everything is available in one view, sharing the items of interest with multiple functions.

Multi-tier Excel Exports

Export any portion of the Workbench to Excel, including multiple pages.

Advanced Drill Downs

From one screen, quickly drill down to view invoice details and history

Unlimited Search Potential

Create simple searches or specialized queries with advanced criteria.

All aspects of our company are now running through our ERP software. Having everyone work out of the same system and not have multiple programs that you have to jump back and forth through, has allowed us to get more done in less time.

Gary Volz

Software Developer

ACI

One of the main benefits we’ve experienced using WorkWise ERP is being able to get meaningful information we can use, versus getting data that requires more work to get the answers you’re looking for. The data is integrated and streamlined for efficient use which keeps our fixed costs lower and allows us to invest our capital into building better products.

Michael Ray

CFO

ACR

It doesn’t take all day to do our schedule anymore. Also, the Performance Management WorkBench lets us see what information we want to see, and what time we want to see it, in a nice visual way. Item Planning is also great. It’s so easy to look up specific information related to whatever we need to see.

Kelly Crowell

AMI President

American Metal Fab

What’s really nice is having everything in one package. My financials are in the same package as manufacturing and customer orders. Everything integrates seamlessly. Bringing in inventory management has been a huge benefit for us. Being able to jump between workbenches and different points of data has been really nice.

Pam Reynolds

Chief Financial Officer

CapstanAG

I would highly recommend WorkWise to other companies. It’s cost competitive, the Cloud ERP implementation has been great, the people have been great. WorkWise bends over backwards to help us. We feel that they’re on our side.

Don Lavrenz

President and CEO

The Industrial Controls Company

WorkWise has been a true leader in our ability to drive process change and productivity enhancement, and to assist us in our lean capabilities.

Jim Moldenhauer

IT Manager

Hampel

I would definitely recommend WorkWise ERP to anyone looking to improve their manufacturing processes. We’ve been utilizing the software for 20 years and have never regretted our decision.

Chris Reid

President

Service Stampings

WorkWise spent a lot of time with us in order to understand our manufacturing process. We’re fairly unique, and there’s not that many companies in the world that do what we do. WorkWise really made us feel like they understood what we were doing and where we were going.

Dave Manahan

Business Process Improvement Director

Strongwell

The team at WorkWise is phenomenal. I highly recommend WorkWise ERP to any company looking to improve their processes, improve their efficiency, become more productive and work with a company who really gets to know them and understands what they’re going through.

Mike Campise

IT Systems Specialist

RMF

Ready to Learn More?

Ready to see how our powerful ERP software can benefit your business? Schedule your personalized, one-on-one demo today.

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