Without this workflow
The problem
Important follow-up no longer depends on a separate diary or on every user checking every module.
Work faster every day
Reminders that know who should act
Bring due work to the right owner, accountant or operator without turning every signal into everybody's noise.
The right person sees the right operational reminder, with urgency, due state and a direct route to the owning work.
In product validationSee role-aware reminders for approvals, receivables, payables, period close, backup, year-end evidence and accountant handoff inside Today's Work.
With Fastbooks
The controlled result
Reminders are ranked by urgency and due state; eligible reminders can be snoozed or dismissed while blocking work remains visible.
Demonstration sequence
Show the workflow from evidence to outcome.
A feature page should make the user action, product transformation, review decision and accounting consequence visible in order.
- 1Open Today's Work as a representative user role
- 2Review reminders ranked by urgency and due state
- 3Open the exact owning workflow
- 4Snooze an eligible reminder and confirm blockers remain visible
End on the retained accounting or review outcome, not on a decorative success screen.
Evidence gate
What must be proven before broad advertising.
Implementation is not the same as commercial proof. These checks define what representative validation must support.
- Owner, accountant, operator and viewer role coverage
- Approval, receivable, payable, close, backup and year-end signals
- Stable snooze and dismiss behavior after refresh
- Blocking reminders cannot be hidden as ordinary noise
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