Accounting workflows from invoicing to reporting

Accounting touches every part of a business, and getting it wrong is expensive. Without a structured accounts receivable process, you risk losing revenue. Without a clear accounts payable workflow, you face late payment charges or exposure to fraud.

Process Street workflows give you a repeatable, enforceable system for every core accounting function, from onboarding new finance staff to producing your annual financial report. Each workflow below walks you through the steps, explains the reasoning, and connects to automation so nothing falls through the cracks.

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Another Slack review?

When I started using Slack to collaborate with the team at Process Street, I could not tell you why it was so popular. I opened it, saw channels and messages, and thought: this is just chat. It took integrations to change my mind.

Slack now serves over 200,000 paying organizations and processes billions of messages each week. After Salesforce acquired the company for $27.7 billion in 2021, it became the default communication hub for teams that run serious operations. Its staying power is not hype. A well-known product-market fit study by Hiten Shah found that 51% of users would be “very disappointed” if Slack disappeared, the exact threshold that signals a product people genuinely need.

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Business Systems Explored was Process Street’s podcast about the systems behind growing companies. Season one collected 29 small business podcast interviews with founders, operators, marketers, sales leaders, and process experts on how work becomes repeatable.

These interviews cover video marketing, startup marketing, growth strategy, outbound sales, customer success, hiring, delegation, PR, SEO, and systemizing a business from scratch. If you want a practical route through the season, start with the themes below, then browse the selected episode write-ups from the Process Street archive.

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Communicating with your team can be a pain in the ass. Keeping track of who said what and when can become a rabbit hole of wasted time and energy, especially if you work remotely with a team and need everyone to develop efficient habits around communication.

Email is still the most popular form of communication between teams, but it is not always the best option. The best email alternatives for team communication are chat and video tools, mobile messaging for quick updates, and project or workflow management tools for decisions, tasks, files, approvals, and proof.

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Strong employee onboarding does more than welcome a new hire. It gives them the access, context, manager support, and operating rhythm they need to become productive without guessing what comes next.

That matters because onboarding is directly tied to employee retention and productivity. Brandon Hall Group research, widely cited in onboarding studies, found that organizations with strong onboarding improve new hire retention by 82% and productivity by more than 70%. In this guide, we will use examples from Salesforce, Netflix, Process Street, and Intercom to show 16 onboarding best practices you can adapt for any team, including customer success.

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I am a Windows user, and if you are reading this, you probably are too. Windows still powers well over a billion monthly active devices, and for most of us the operating system is something we use every time we are on the computer, probably every day. Windows 10 reached the end of its official support on October 14, 2025, but it still runs on a huge share of those machines, and plenty of power users are staying put on hardware that cannot make the jump to Windows 11.

That is why we at Process Street pieced together this big list of Windows 10 tips and tricks you may not know, the kind that improve performance, increase productivity, and help you make the most of your workflow and your workspace. Master a handful of these and you will get more out of the machine you already own, and once you see them in action, you should too.

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Employee development is how you help people build the skills, judgment, and confidence they need to do better work over time. Training teaches someone how to perform a task. Development gives them a path to grow into larger responsibilities, solve harder problems, and stay engaged with the business.

Done well, employee development improves retention, performance, and customer experience. Research from Gallup has linked strategic employee development with stronger profitability and retention, which is why the best programs are treated as operating systems, not one-off courses.

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This is a guest post from Emil Kristensen, CMO and co-founder of Sleeknote: a company that helps e-commerce brands engage their site visitors, without hurting the user experience.

Personalized marketing means using what you know about a customer, their role, source, behavior, stage, and intent, to make the next message or experience more useful. For SaaS teams, that matters because the sale is not a one-time event. It is a lifecycle of signup, activation, adoption, expansion, renewal, and support.

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Employee onboarding improvements matter because the first few weeks decide whether a new hire feels clear, supported, and able to contribute. If the onboarding process is scattered across emails, documents, manager memory, and last-minute reminders, the employee feels that friction immediately.

That friction is expensive. Gallup reports that only 12% of employees strongly agree their company does a great job of onboarding, and weak onboarding makes it harder to build the trust and role clarity new hires need.

Creative workflow management gives creative teams enough structure to deliver better work without turning the process into bureaucracy.

When briefs, feedback, approvals, and handoffs are managed in one repeatable workflow, creative teams spend less time chasing status and more time producing work that is clear, reviewed, and ready to ship.

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