Everything Your Bureau Needs.
All in One Platform.
WhizFlow covers the full payroll operations workflow — from file ingestion to final delivery, GL transformation to tax reconciliation. One integrated platform.
11 Modules, One Platform
Every module is built to work together — giving you a unified operations platform with no gaps.
Report Delivery
Every client gets the right report, on time, every time. Encrypted, scheduled, and automatically retried — no manual steps.
- Per-client AES-256 PDF encryption
- Scheduled delivery windows
- Automatic retry on failed deliveries
- Payroll and time report classification
- Multi-contact delivery per client
Advanced GL Reporting
Build GL configurations your HCM was never designed to support. Mapping errors and unexpected data changes are caught automatically — before your client sees them.
- CSV and IIF format output
- Client-specific chart of accounts mapping
- Debit/credit validation before delivery
- QuickBooks Online direct posting
- Custom GL code rules per client
ACH Return Management
Stop chasing ACH exceptions manually. Returns are detected, classified, and routed the moment they arrive.
- Automatic return file detection
- Client and transaction matching
- Return code classification (NSF, closed account, etc.)
- Configurable routing rules
- Automatic staff and client notifications
Data Conversions
Bring in data from any source — time systems, payroll history, or new client onboarding — automatically converted and ready to use.
- Time system integrations (Deputy, ClockShark, Time Pro)
- Payroll history import for new clients
- Client-specific field mapping rules
- Pre-import validation against payroll rules
- Direct push to payroll system
Tax Reconciliation
Know exactly where every tax dollar is. Four-way reconciliation across the full tax payment lifecycle.
- Client tax liability tracking
- Impound-to-liability matching
- Payment-to-impound reconciliation
- Bank account balance reconciliation
- Exception flagging and reporting
File Processing
Files land on SFTP and everything happens automatically — no manual sorting, no missed files, no guesswork.
- SFTP folder monitoring
- Automatic client matching
- Payroll run detection and grouping
- Idempotent processing — no duplicates
- Unknown file flagging
Run Management & Recovery
When something needs to be re-run, resent, or corrected, you can do it in a few clicks — no database access required.
- One-click payroll run re-processing
- Resend individual delivery packages
- Late file handling
- Global search across all runs
- Full re-run audit trail
Organization & Access Control
Granular permissions that control exactly who can do what — and which clients they can see. Your team only accesses what they need.
- Four role tiers: Admin, Standard, Read-Only, Custom
- Function-based permissions (trigger runs, manage clients, view-only)
- Client-scoped access — users assigned to specific client groups
- Custom rules combining function and client access
- Admin action audit logging
Client Onboarding & Configuration
Get new clients live quickly. SFTP provisioning, encryption setup, and delivery schedules configured in one place.
- Auto-provisioned SFTP folders
- Per-client encryption password management
- Delivery schedule configuration
- Recipient and contact management
- No tribal knowledge required
Monitoring & Audit
Real-time visibility into every run, every client, and every file — with alerts that surface issues before your clients notice.
- Live operational dashboard
- Per-client run status tracking
- Configurable alert severity
- System health monitoring
- Complete, immutable event audit trail
Security & Compliance
Security isn't a feature layer — it's built into every workflow by default.
- AES-256 encryption at rest and in transit
- Per-client password management
- Role-based access control
- Complete audit trails for every action
How Each Workflow Works
Every module runs end to end — no manual handoffs between steps. Select a workflow to see exactly what happens.
Files Arrive via SFTP
Your payroll software exports report files to SFTP. WhizFlow detects them the moment they land — no polling, no manual triggers.
Client Matched
Each file is automatically matched to the correct client and grouped into the right payroll run.
Encrypted
Files are encrypted with per-client AES-256 passwords. No unencrypted file ever leaves your environment.
Verified & Complete
WhizFlow confirms all expected files are present before delivery begins. Incomplete runs don't go out.
Delivered to Contacts
Reports are emailed to configured client contacts on schedule. Failed deliveries retry automatically.