YES360 | INTEGRATED BUSINESS AUTOMATION PLATFORM
One platform. Connected workflows.Better business.
Yes360 brings your people, processes, documents, finance, systems and insights together in one connected digital environment — reducing manual handoffs and giving your teams greater visibility and control.
WHY YES360
Your systems are connected. Your work may not be.
Businesses often use different systems for client management, documents, workflow, accounting, communication and reporting. The work between those systems can still depend on:
- Re-entering information
- Emails and spreadsheets
- Manual handoffs
- Chasing updates
- Reconciliation and checking
- Moving documents between systems
- Pulling management information from multiple places
TODAY
FUTURE
The opportunity isn't necessarily another system. It's making the systems you already use work better together.
ONE CONNECTED DIGITAL EXPERIENCE
Connect the work behind your business.
Yes360 creates a common digital layer across the people, processes and systems that keep your business running.
CLIENT / USER
BUSINESS / OPERATIONS
A connected platform for the entire relationship — select a pillar to explore it.
01 — CLIENT360
A better digital experience for every client interaction.
Give clients one place to provide information, exchange documents, track work, communicate, approve, sign and access relevant information.
- 01ACCESS
- 02PROVIDE
- 03TRACK
- 04COLLABORATE
- 05REVIEW
- 06APPROVE
- 07SIGN
- 08VIEW
Structured data, document exchange and version visibility.
Status tracking and pending actions.
Digital approvals and signatures.
CLIENT360 · CLIENT DATA
Collect information once. Use it everywhere.
01 · CLIENT / ENTITY TYPE
02 · RELEVANT INFORMATION FIELDS
- Registration details
- Directors & shareholders
- Tax identifiers
03 · INFORMATION + SUPPORTING DOCUMENTS
Structured inputs captured together with the evidence behind them.
04 · REVIEW & VERIFICATION
Checked before it becomes the record everyone relies on.
02 — WORK360
One place to manage the work behind every client.
Connect engagements, tasks, assignments, deadlines, reviews, approvals and completion in one workflow.
WORKFLOWOne connected workflow
EXAMPLE · PAYROLL
03 — FINANCE360
Bring finance closer to the work.
Connect financial information and accounting workflows with the processes that generate them — while keeping accountants and finance professionals in control.
- 01DOCUMENTS & TRANSACTIONS
- Vendor invoices
- Bank statements
- Financial documents
- 02AI EXTRACTION & ANALYSIS
- Classification
- Anomaly detection
- Suggested treatments
CONTROL POINT
03HUMAN REVIEW- Review
- Approve
- Validate
- 04ERP / ACCOUNTING SYSTEM
- Journal posting
- 05REPORTING & INSIGHT
- Financial statements
- Client dashboards
AI assists the accountant. Humans remain in control.
04 — CONNECT360
Don't replace your technology. Connect it.
Yes360 creates a connected layer around the systems your business already uses, allowing information to move between workflows without repeatedly entering the same data.
EXISTING SYSTEMS
Information moves between systems and the work that needs it.
CONNECTED WORKFLOWS
Enter information once. Reuse it wherever it is required.
05 — INSIGHT360
Turn operational data into management intelligence.
Yes360 brings information from across the business into a clearer management view — helping leaders understand workload, client activity, financial performance and operational trends without opening multiple systems.
PRACTICE
Workload · BottlenecksCLIENT
Engagement Status · UtilisationFINANCE
Profitability · TrendsAUTOMATION BUILT IN
Connect the workflow. Automate what should not be manual.
Yes360 can combine workflows, integrations, robotics and AI to reduce repetitive execution while keeping people involved where judgement is required.
- 1CLIENT INPUT
- 2YES360 WORKFLOW
- 3AUTOMATION
- 4VALIDATION
- 5HUMAN DECISION
- 6SYSTEM UPDATE
- 7INSIGHT
BUILT FOR CONNECTED OPERATIONS
For businesses where people, processes and systems need to work together.
Connect client interactions, engagements, accounting workflows, documents and management information.
Connect finance processes, systems, approvals, documents and reporting.
Connect customers, teams, workflows, systems and operational information.
WHY YES360
One layer between your people, processes and technology.
- CONNECT
Bring fragmented systems and workflows together.
- AUTOMATE
Reduce repetitive work and manual handoffs.
- CONTROL
Keep people involved where judgement and approval matter.
- VISUALISE
Turn operational and financial data into usable insight.
- SCALE
Create a stronger operating foundation as the business grows.
THE YES360 IMPACT
A better experience for clients. A better way to run the business.
Simpler interactions, one digital workspace and less friction
Less repetitive work and fewer manual handoffs
Better visibility across workflows, tasks and processes
More connected and accessible financial information
Greater capacity without simply adding administrative work
ONE CONNECTED EXPERIENCE
From multiple processes to one connected experience.
Yes360 brings together the client experience, internal work, finance, existing systems and management insight — creating one connected operating environment around the way your business works.
CLIENT
Ready to connect the way your business works?
Tell us about your current systems, workflows and challenges. We'll help you explore how Yes360 can connect the pieces and create a smarter way to operate.