Information Sharing Between Businesses is Broken

Nearly two thirds of analysts' time is spent on the data gathering process, with only a third spent on actual analysis.

PwC report titled "Unlocking Potential: Finance effectiveness benchmark study 2013"

In order to do their work, professional service providers (accountants, management consultants, lawyers, financiers, etc.) ask for a lot of information from their clients. The majority of what's needed is data or document based.

The problem with the process is that it's not easy to connect information sent by the client to the items originally requested by the professional service provider - information is returned piecemeal and using multiple methods, including email and cloud drives for large files.

The professional service provider must manually maintain a tracking list like the following and then regularly send it to the client with reminders about what's still missing:

# Description Comment
1 Income statements for last 24 months Received in email dated 1/5/16 from Cindy; please resend in Excel
2 Balance sheets for last 24 months Received in email dated 1/7/16 from David; missing November 2014
3 A/R agings for last 24 months Not provided
4 Articles of incorporation In Dropbox folder titled "Organizational"
5 Permits and contracts In multiple Dropbox folders titled "Legal," "Suppliers," and "Vendors"

This is an incredibly inefficient process that diminishes the value of a professional service provider's deliverable because a disproportionate amount of time is spent gathering the data compared to analyzing it (the primary value-add).

The Things for Work Bridge is the Solution

The Things for Work Bridge is a cloud collaboration tool designed specifically to meet the needs of all professional service providers. Information requests are first input in the Things for Work Bridge portal and shared with the client. Each document the client later uploads is associated with a specific request, allowing for real-time progress tracking. This alone can shorten cycle times by up to 50%!

The Things for Work Bridge uses cutting edge technology to shorten the process even more by extracting data directly from a clients accounting system with the click of a single button from within the portal. Accounting systems currently supported include all QuickBooks (Enterprise, Premier, Pro, or Online) products and Xero.

Below is a sample screenshot of the Things for Work Bridge software depicting the list of requests as input by the professional service provider. The "Get from Software" buttons allow the client to have the requested reports extracted directly from their accounting system. The "Get from File" buttons allow the client to upload files saved anywhere.

Who is this for?

Anyone in professional services and their clients who regularly transfer information back and forth. Below is a list of a few such individuals:

Industry Use-Case
Commercial Lending Loan originations, underwriting, or ongoing covenant monitoring
Mergers & Acquisitions Sellside or buyside due diligence
Bookkeeping Sending finished reports for approval after closing the books

Request a Demo

Get in touch using one of the methods below and we'd be happy to show you a demo of our software:

The Things for Work Team



Worked in the Investment Banking & Capital Markets Group of Wells Fargo Securities for five years as an Associate and Analyst, providing mergers & acquisition advisory and capital markets execution for middle market companies throughout the U.S. Graduated from Princeton University with a B.S.E. in Operations Research & Financial Engineering; awarded the Ahmet S. Cakmak Thesis Prize for his work on driver behavior as it affects freeway traffic flows.



Worked at Microsoft for three years as a Software Engineer focusing on distributed web systems. Graduated with a B.S. and M.S. in Computer Science from University of Illinois at Urbana-Champaign.



Worked at Microsoft for three years as a Software Engineer on Office's Lync Server Performance Team and Cloud Deployment Team. Graduated from Princeton University with a B.S.E in Operations Research & Financial Engineering and a minor in Computer Science. On a leave of absence from the graduate school at Columbia University, where he was pursing a Masters of Machine Learning.