Improve Profit and Loss accuracy with Flow template

The Profit and Loss Flow Template is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

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Take Advantage of a Pre-Built Workflow to Automate Your Business Processes

By automating the Profit and Loss Flow Template, companies complete routine operations ten times faster and far more accurately. Accounting specialists don’t have to waste their time on repetitive manual routines. Instead, these are done by Bots which can be configured without a single line of code. Check out the benefits you get by automating your workflow with airSlate:

  1. Collect the data you need quickly and accurately.
  2. Control access to sensitive documents and track all changes.
  3. Optimize staff working hours with logic-driven document routing.
  4. Get collected data exported to your CRM without errors and data loss.
  5. Easily collaborate with your team and edit documents in a single workspace.

The Profit and Loss Flow Template simplifies accounting tasks and helps your team achieve strategic goals faster. Now you have an automated end-to-end workflow at your fingertips, and it doesn’t require any special knowledge to get started.

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Pre-fill Profit and Loss fields from a CRM, Spreadsheet or database records

Extract data from Profit and Loss to a CRM, Spreadsheet or database

Archive Profit and Loss to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Profit and Loss workflow

Spend an average of 10 minutes to complete a Profit and Loss document

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No-code automation, integrations, configuration and distribution of Profit and Loss

  • Add additional fillable fields to Profit and Loss

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  • Embed fillable Profit and Loss in your website or distribute it via a public link

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  • Collect payments for Profit and Loss

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  • Authenticate recipients for Profit and Loss

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  • Request attachments for Profit and Loss from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Profit and Loss with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Profit and Loss

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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Profit and Loss by State

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HOW iT WORKS

How to Improve Profit and Loss accuracy with Flow template

Watch our quick user guide video and learn how to use the Improve Profit and Loss accuracy with Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Improve Profit and Loss accuracy with Flow template

Welcome to our YouTube channel! In today's video, we will be providing an overview of our brand new financial dashboard. This free dashboard utilizes financial metrics to deliver a comprehensive overview of your company's liquidity. Don't forget, this Excel dashboard template is completely free and can be downloaded from our website. Our goal is to focus on data visualization rather than data entry. At the top of the dashboard, you will find the visualization layer. This layer displays the information that has been prepared on the calculation layer or linked directly to the data layer. We have included a waterfall chart to create an income statement and modern charts to visualize the most important metrics and trends, allowing you to improve the accuracy of your profit and loss analysis. If you want to track income and expenses, the variance chart enables you to do so effectively. Additionally, if you want to display the net profit margin versus target, you can utilize a double donut chart. Now, let's take a look at the practice file on the dashboard sheet. All widgets and data are linked to the data sheet, so make sure to add your data there. Once you have added the data, you can calculate the variance between the selected month and the previous month. If you need a monthly breakdown for your dashboard, the best option is to create a drop-down list and jump to the calculation sheets. Apply our "Improve Profit and Loss accuracy with Flow" template and use conditional formatting to create new rules for the current selection. This allows you to display positive values in green and negative values in red. To learn more about Excel and all its features, feel free to visit our website and subscribe to our channel. Thank you for watching this video and we hope you find our financial dashboard template useful for your business.
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