Workflow Management Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Workflow Management Software Articles
How to Reclaim Your Time With Workflow Automation Software
The average work week is 40 hours, but how much of that do you spend on repetitive tasks?
by Lauren Pope
The Role of Artificial Intelligence in Accounting
Accounting is one of the most important, yet daunting and expensive departments in almost all companies.
Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.
by Nathan Calabrese
How to Stay Organized When Closing Books Remotely
Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information.
For this blog, I’m going to refer to only month-end close for consistency and simplicity.
by Nathan Calabrese
Workflow Management Software Glossary Terms
Workflow Management Software Discussions
0
Question on: CMW Platform
Thanks for A2A, on behalf of my profile how can I implement it in best way in house teams?
I worked as a BIM engineer and Trainer for Techture ,here I am responsible for assigning works , project there progress and final project submittal by the interns and junior employee .So please help me out to use it in best way I can.
I think you should try out the workflow management software for excellent results.
Comindware Tracker is available in two deployment options — cloud and on-premise. Start with a proof of concept (PoC) in the cloud, then opt for appropriate deployment model and get a dedicated workflow solution up and running quickly, with all data and communications retained in the system.
When choosing appropriate deployment model, take into account:
1. Cloud-based deployment is the proven, fastest and cost effective way to accelerate your digital initiatives throughout the company.
2. On-premise deployment is the best choice for those, who has regulatory requirements to avoid cloud data storage, as for example in cases of government contracts.
0
Question on: Kissflow
How do i generate a well understood summary report for all the request put on kissflow
Especially on table form
They way my company has my kissflow set up, all I have to do is click on reports and it has all of the breakdowns to each category I use. It tells me how many I have in progress, completed, rejected and withdrawn. It lists each event such as field trips or purchase orders and so on. In order for your kissflow to better serve you, you may have to request for certain information to accomplish your goal.
Go to reports / app specific reports then choose the app to get reports specific to that app. you can then create a custom report and save the template to be ran at any time. It can then be exported and brought into excel if necessary. As an example, we create reports and drop in an Excel template and then summarize in another tab before importing into Quickbooks. For all apps go to reports / All items and drill into what you need. You can then export those reports as well.
I used this video which helped with customized reports. https://help.kissflow.com/en/articles/364480-create-a-new-report
Hope this helps!
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0
Question on: Kissflow
How do I delete multiple records that have been completed
?
As an admin there are several ways. I typically will go to reports then all items. Under here you can chose the app you are working with and click it. From there you can find all of those workflows and checkbox beside the ones you want to delete and click delete.
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Workflow Management Software Reports
Mid-Market Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Workflow Management
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Workflow Management
Summer 2026
G2 Report: Momentum Grid® Report






