November
6

IXXO HUb Obligations & Workflows

06/11/2025 11:37

Your Business on Autopilot

Running a business means juggling dozens of deadlines, tasks, and follow-ups. Accounting submissions, client requests, tax filings, reports, and team approvals are each critical yet easy to miss in the noise of daily work.

The Obligations and Workflows modules in IXXO Hub were developed to remove that noise. They turn complex, time-sensitive operations into a smooth, automated system that runs quietly in the background, like an autopilot for your business.

1. What They Do

Obligations keeps track of every recurring responsibility your company or clients have, from tax declarations and VAT filings to payroll submissions, social insurance payments, and license renewals. It acts as a central, living calendar of everything that must get done, when, and by whom.

Workflows, on the other hand, take those obligations (and any other process) and automate the steps behind them. Each workflow defines how a task moves through your team, who approves, who reviews, what gets sent next, and what happens if something’s late.
Together, they make sure nothing slips through the cracks.

2. How It Works

  1. Create an Obligation, define what needs to happen, how often, and who’s responsible.

  2. Attach a Workflow, connect the obligation to a process. For example:

    • A client’s VAT submission triggers a workflow that assigns the preparer, reviewer, and submission steps.

    • A payroll obligation creates tasks for HR, accounting, and approval.

  3. Automate
    Once set, the system automates, sending reminders, updating statuses automatically, and escalating overdue items.

  4. Monitor
    Dashboards give you real-time visibility of what’s done, what’s pending, and what’s next.

3. Key Benefits

a. Time Saved

Manual tracking of recurring tasks is one of the biggest hidden time drains. Obligations and Workflows cut it out entirely, liberating you from the tedious task of remembering and tracking. Once your processes are defined, the system repeats them perfectly every month, every quarter, every year, without anyone having to remember.

b. No More Missed Deadlines

Each obligation has a built-in clock. Notifications, reminders, and escalations make sure deadlines are met automatically, giving you a sense of security and control. You don’t need to chase anyone or rely on memory; IXXO Hub does the follow-up for you.

c. Fewer Mistakes

Every workflow follows the same steps. That means no skipped reviews, no missing attachments, no confusion about who’s next. The process is consistent, traceable, and compliant.

d. Worry-Free Compliance

For accountants, auditors, and service providers, compliance deadlines are non-negotiable. The Obligations system acts as your safety net. One view shows which clients are up to date, which are pending, and which need immediate attention. It’s compliance without chaos.

e. Full Transparency

Managers see progress at a glance. Each obligation and workflow is tracked, timestamped, and assigned, perfect for accountability and audit trails.

f. Scalable and Cost-Effective

As your client base grows, your obligations multiply. Automating them means your cost per client drops rather than rises. More clients, same team, more profit.

4. Common Use Cases

  • Accounting Firms: Monthly VAT submissions, payroll, and tax declarations automatically assigned and tracked.

  • Auditing Teams: Recurring annual reports with step-by-step approvals, document uploads, and completion tracking.

  • HR Departments: Employee evaluations, contract renewals, and onboarding checklists on autopilot.

  • Legal Firms: Case follow-ups, court filing deadlines, and client renewals managed systematically.

  • Corporate Teams: Internal processes such as invoice approvals, purchase orders, and expense reviews are automated end-to-end.

5. Real Results

Businesses that implement Obligations and Workflows report:

  • Up to 40% less administrative time spent tracking tasks

  • Zero missed deadlines across recurring client submissions.

  • Improved billing accuracy, since every task and obligation is logged

  • A measurable increase in client satisfaction, because things get done, on time, every time

6. Automation That Feels Human

The system is built around how people actually work. You still stay in control, IXXO Hub just handles the repetitive parts:

  • Auto-assigns the right person when a new obligation is due

  • Sends polite reminders when deadlines approach

  • Mark items complete when verified

  • Updates client status automatically

It doesn’t replace your team; it makes them faster, more reliable, and less stressed.

7. Peace of Mind, Every Day

When your obligations and workflows are set, you don’t have to think about what’s next.
Each new day starts with a clear, automatically updated list of priorities.
Deadlines, dependencies, and follow-ups are already managed.

That’s what “worry-free” feels like, your operations running quietly and precisely, even when you’re busy elsewhere.

8. The Bigger Picture

Think of Obligations and Workflows as the bridge between planning and doing.
They connect your team, your clients, and your deadlines in one structured rhythm.
When routine is automated, your team can focus on what adds real value: solving problems, advising clients, and growing the business.

That’s not just efficiency. That’s freedom.

In short:
Obligations & Workflows in IXXO Hub put your business on autopilot.
Every task is tracked, every process is defined, and every deadline is met, without manual effort.
You save time, reduce stress, and run smoother operations that scale effortlessly.

Your business deserves to work this way, quietly, intelligently, and without worry.

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