Progress does not stand still, and today many modern companies go beyond traditional accounting programs. They begin to keep financial records directly in corporate messengers. In this section, using the example of two companies, we will show how to transfer cash flow reporting to a messenger.
Case No. 1. Advertising agency
An advertising agency works with a large number of clients. As a result, it faces the task of:
After a number of unsuccessful attempts to use job function email list Telegram and email for these purposes, the company switched to a corporate messenger . The manager created a chat system for each direction:
CEO Finances — This chat is designed to discuss all significant expenses with management. Here, managers can discuss advertising costs or the purchase of new equipment. For example, the company plans to purchase new computers for designers. Discussion and approval of the budget takes place in this chat.
CEO Accounting – where accountants share tracing apps focus on the contact financial reports, including cash flow and accounts receivable reports. This chat also reminds about tax deadlines. All news and reports can be discussed in separate threads, under messages.
Budget is a chat where plans and expense reports are published
Each month, a budget plan and a summary of actual expenses appear here. This helps to assess how effectively the company uses its resources.
Revenue – Every day, this chat displays information about daily revenue. This allows management to see the financial results of the business in real time and quickly react to changes in income.
Invoices — a chat for coordinating payments. Here, the zn business directory accounting department posts invoices for payment, and management can quickly check and approve them. This speeds up the payment process and increases its transparency.
Cash desk — the accounting department regularly informs about the state of the cash desk and bank accounts. This allows you to understand the current financial position of the company and plan future expenses.
