The workflows are too robust for excel so you will need to import them into Financial Cents to use them. So first you will need to start your free trial with Financial Cents here.

Next, you will need to download the workflow starter pack here and follow the 3 steps below to import it into Financial Cents.

First, click on the "templates" tab in your left navigation bar.

Next, click share templates > Import Templates and then upload the "Workflow Starter Pack"

Then you will have the option to select the templates you wish to import.

And you're done! Now you can start using the templates in Financial Cents to start streamlining your firm.

To quickly how to use Financial Cents to scale your firm and get set up check out our ultimate getting started guide.