Workast
Run your accounting firm on autopilot with Workast AI
Cut manual admin work with an AI agent that triages, assigns and keeps your accounting workflows moving.
“Since automating client onboarding and monthly closings with Workast, we’ve saved hours each week and reduced errors across reports.”
Maya N. – Founder of Reveno Accounting
✓4x
faster monthly closings
✓15+
hours saved per month
✓Zero
missed reports or follow-ups
Intake to request, automatically
Each form creates a client request and is auto-assigned, dated and tagged by service type, ready for next steps.
Month-end close, organized
Keep recurring accounting tasks in one structured list. Reconciliations, AP/AR reviews, journal entries and variance checks, tracked by due dates, tags and assignees each cycle.
Reviews and approvals, in flow
Automate internal reviews: when reconciliation is complete, a follow-up task routes to the reviewer with context, files and due date, no chasing or reassigning manually.
Client visibility without email chains
Share view-only Spaces or lists so clients can check progress and pending items anytime, no update emails or follow-ups needed.
Team-wide visibility, every Monday
Save reports that pull this week’s deadlines and pending tasks across all clients, then auto-post them to Slack each Monday to start aligned.
How to run your business in autopilot
Learn the system behind smoother operations: standardized intake, templated projects, deadline alerts and shareable status views you can spin up in Workast today.
Read the full guide hereFrequently Asked Questions
Workast is an AI-driven task management tool that helps accounting and bookkeeping firms manage client work, deadlines and recurring processes. It automates workflows by auto-assigning tasks, tracking ownership and keeping work moving without constant follow-ups—helping small accounting teams stay organized and accurate as they grow.
Workast’s AI Agent analyzes incoming tasks from forms or Slack and applies rules to assign ownership, set priorities and trigger follow-ups. For accounting teams, this means client requests, reconciliations, filings and internal tasks are routed instantly to the right team member, reducing delays during busy periods.
Yes. Workast integrates directly with Slack, allowing accounting teams to create tasks from messages, receive deadline reminders and get automated weekly summaries. This keeps bookkeeping, tax and operations teams aligned without adding another tool to their workflow.
Accounting firms can use Workast forms to collect client information, documents and setup details. Each submission becomes a task that’s automatically tagged, prioritized and assigned, ensuring onboarding steps are completed consistently without relying on email threads or manual checklists.
Yes. Workast is designed for small accounting and bookkeeping firms with lean teams. Its flat-fee base plan (not per-user) supports up to 8 users, making it cost-predictable as the firm grows. Teams can automate recurring work, manage monthly cycles and stay organized without investing in complex enterprise systems.
Workast helps accounting firms turn recurring work—such as monthly closes, payroll runs and client reporting—into structured workflows with predefined tasks, owners and timelines. AI-powered rules automate task creation, reminders and status updates, ensuring deadlines are met consistently across clients.
Absolutely. Workast centralizes work across bookkeeping, tax, payroll and operations using shared Spaces and automated workflows. Slack notifications and task visibility ensure everyone knows what’s in progress, what’s pending and what’s completed—without constant check-ins.
Unlike Trello or Asana’s per-user pricing, Workast offers flat-fee options designed for accounting firms on base plans, providing predictable budgeting (ideal for small teams up to 8 users). It emphasizes AI automation for task triage, Slack-native workflows, built-in forms, client spaces and autopilot features tailored to dynamic accounting workflows with less manual oversight.
