Bring your financial routines into Slack
Manage your daily financial tasks and communicate with your accounting experts in one place. Balanco Slack brings invoices, reports, payroll and Balanco’s experts into the workspace you already use.
Approve purchase invoices, send sales invoices and payroll information, and access financial reports directly in Slack without constantly switching between different systems.
Your daily finances and accounting experts in one place
Invoices are stored in accounting software, payroll information is shared through email attachments, and questions for your accountant get lost in long email threads. When information and communication are scattered across different systems, valuable time is spent searching for answers and resolving issues.
Balanco Slack brings essential financial management functions and communication together in one workspace. You can manage daily tasks, monitor your company’s financial performance and communicate directly with Balanco’s experts, all within Slack.
Whenever you need assistance, your accountant is available in the same channel. Questions, answers and agreed actions remain accessible in one shared conversation, eliminating the need to search through multiple email threads.
This makes everyday financial management simpler and keeps important matters under control.
Five financial routines, one place
Balanco Slack makes your most important financial management functions easily accessible. Manage daily tasks and access financial information directly in Slack.
Sales invoices
Create and send sales invoices directly from Slack without logging into separate accounting software. You can also view outstanding receivables and stay up to date with your invoicing.
Purchase invoices
Review and approve purchase invoices awaiting processing. Easily see which invoices require your attention and approve them directly in Slack. All approvals are recorded in your accounting system under your name.
Financial reports
Access your company’s income statement and balance sheet with a single click. Key financial information is always available to support decision-making and financial monitoring.
Payroll
Securely submit payroll information for processing. Payroll-related communication takes place in a separate channel accessible only to designated individuals.
Your team
Communicate directly with Balanco’s accountants, payroll specialists and other experts through shared Slack channels. Ask questions, share information and revisit previous discussions without searching through lengthy email threads.
Everything that needs your attention at a glance
The Balanco Slack app brings your most important financial information and functions together in one view.
- View outstanding sales invoices, purchase invoices awaiting approval and an overview of your company’s finances. You can also find the contact details of your Balanco team in the same view.
- When something requires action, you can handle it directly in the app. Create sales invoices, approve purchase invoices or access financial reports without switching to your accounting software.
- Balanco Slack works within Slack, keeping financial tasks and communication with your experts in the same workspace.
Works with your existing accounting software
Balanco Slack works alongside Procountor and Netvisor. Your current accounting software remains your official accounting system, while everyday financial tasks can be managed directly in Slack.
Collaboration takes place in private Slack channels dedicated to your company. You can communicate with Balanco’s experts, share information and track the progress of agreed actions. Payroll-related communication is restricted to a separate channel accessible only to designated individuals.
You don’t need to be using Slack already to get started. If your company already uses Slack, we can collaborate through Slack Connect channels. Otherwise, we can set up a dedicated workspace for your company. We’ll help you get started whenever needed.
Keep shared projects on track in one place
Monitor the progress of development projects carried out together with Balanco directly in Slack. See what’s being done, who’s responsible and how each project is progressing, all in one place.
You’ll always have an up-to-date overview without having to request separate status updates.
Want to simplify your daily financial management?
Book a demo, and we’ll show you how Balanco Slack works in practice and how it can make your company’s daily financial tasks easier.
Frequently asked questions
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Does our company need to be using Slack already?
No. Slack can be introduced as a new tool, even if your company has never used it before.
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Will our existing accounting system change?
No. Your accounting will continue to be managed in Procountor or Netvisor. Balanco Slack simply brings everyday financial tasks and communication with your accounting experts into Slack.
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Can I use the service on my phone?
Yes. Slack is available on both desktop and mobile devices, allowing you to manage financial tasks and communicate with Balanco’s experts wherever you are.
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Who in our company can use the service?
Your company can designate the people who participate in collaboration with Balanco. Access to individual channels is restricted as needed. For example, payroll information is only visible to authorised individuals.
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What can I do with Balanco Slack?
You can view outstanding invoices, approve purchase invoices, submit payroll information and access financial reports. You can also communicate directly with your accountant in the same workspace.
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How is Balanco Slack implemented?
Implementation is carried out together with Balanco. We’ll help you configure the necessary connections and user permissions.
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Can I communicate with my accountant through Slack?
Yes. Your accountant is available in the same workspace where you manage your financial tasks. Questions and answers remain accessible in one shared conversation.
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Does Balanco Slack replace Procountor or Netvisor?
No. Balanco Slack works alongside your existing accounting system, bringing essential financial management functions directly into Slack.
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Is there a fee for using Balanco Slack?
No. Balanco Slack is free for Balanco clients.
How can we help?
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Mikko Sylve
Sales Manager
mikko.sylve@balanco.fi
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