monday.com Implementation Consultant
6 minutes
monday.com | Master Board | Accounting for monday.com | Data Consolidation | Client Reporting | Workflow Automation
Master Data | monday.com | client board | master board | dashboard limitations | cross-board sync | consolidating data | Master Board | cross-board | High-level board monday.com | monday.com dashboard limits | monday.com for accountants | Bookkeeping
Accounting firms | Financial Services Providers | Bookkeepers | Corporate
Are you an accounting firm working out of monday.com? Do you prepare and manage multiple accounting reports for a number of clients? Then you know there is simply no room for incomplete reports or missed deadlines! This is where Master Data in monday.com steps in. It gives your accounting firm oversight over multiple monday.com client boards by consolidating every piece of data into one, centralised Master Board.
Accounting firms can maintain separate project boards for each client to ensure that every deliverable is logged and tracked properly. This is how you can set up your client boards:
This setup is already good by keeping client information organised. But it can create silos in the long run, when what we want is to gain an overall view of ongoing work!
Master Data makes it simple to sync all data from individual monday.com client boards to a centralised Master Board with its cross-board sync functionalities. You can see the sync in action under the Board Name and Group Name columns as it gets data directly from your client boards!
With this structure, you can now have complete visibility over all client projects. Master Data helps you track progress and spot bottlenecks in managing client work.
With your Master Board now set up, you can easily generate dashboards that provide actionable insights through its cross-board sync functionalities.
Here are the benefits:
By consolidating data from multiple monday.com client boards, accounting firms can easily make data-driven decisions and ensure that all deadlines are met.
One of the key advantages of maintaining individual client boards is the ability to make them shareable boards, which you can share directly with clients.
How to set this up:
A shareable board allows you to have a transparent approach with clients that strengthens better communication and relationships!
Monday.com’s dashboard limits can pose challenges for firms with a growing client base if you’re using multiple boards already! With Master Data, you don’t have to worry about dashboard limits.
You can connect as many client boards as needed to the Master Board without facing monday.com dashboard limits.
Because data is already consolidated, building advanced reporting dashboards directly from the Master Board is easy because of Master Data’s cross-board synchronization functionality.
Master Data on monday.com can transform how accounting firms manage client projects and reports. By consolidating data into a centralised Master Board, you can gain (1) better visibility, (2) a streamlined workflow, and (3) a collaborative approach with your clients!
This is why your accounting firm will love Master Data:
Ready to simplify your accounting project management? Master Data on monday.com offers the tools you need to optimise workflows and deliver better service.
📅 Book a demo today to see how Master Data can help your business.
Collect all tasks across different monday.com boards on one master board providing complete visibility and control over your data.
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Mint Consulting Australia Pty Ltd (ABN: 13 629 524 572) is a Sydney-based CRM and Salesforce Managed Services consultancy specializing in implementations, integrations, and business strategy, supported by a skilled local team of consultants, solution architects, and developers.