How to get your accounting automated in just 10 Steps

September 2022
How to get your accounting automated in just 10 Steps

Bookkeeping is an important aspect of your accounting process for several reasons. When you maintain transaction records up to date, you can create reliable financial reports that help you monitor business success. With automation technologies, a difficult activity is become a piece of cake. Let's go over the stages to get the desired result!

Here are our 10 Steps

1. Find the perfect cloud-based tool

The first and simplest option to streamline your bookkeeping is to use an accounting app to manage income, spending, invoice status, and monthly, quarterly and annual taxes. Get a cloud-based tool with an API for your CRM, ERP and bookkeeping system like Hubspot, Pipedrive, or Lexoffice. With this bookkeeping automation tool, you can save time and money by automating your tasks.

2. Set up your tools correctly

Get to know the tool that you have chosen and start filling out the requirements before. It is important to examine the present content management procedures, content types, and information architecture of a company, define CMS objectives and content management requirements, and describe the extent of the solution (e.g., customizable content templates, AI-based content personalization, built-in SEO tools, multilanguage support).

3. Connect your CRM with your bookkeeping software

Integrating your accounting software with your CRM is the simplest approach to determine where your money is coming from. It simplifies administration; having your systems in sync with one another helps you to track income and reduces the risk of failure.

4. Define a scenario

Before you set up the system, do a test accounting or invoice writing/payment. This way you can easily get to grips with the system and spot any potential errors, preventing a lot of headaches.  

Thanks to smart systems, you no longer must worry about keeping everything in your head, they do it for you. You can set up alerts for payments, transfers, or financial deadlines simply and easily. It is always good to create a Miro or BPMN to draw and map out the process before we build them.

5. Connect your payment methods

Linking your payment processor accounts to your accounting program is one useful technique to automate your income transactions. For example, if you use PayPal to accept credit and debit card or check payments, you may automatically track income by linking these applications via a built-in interface. You can also use other payment methods like Stripe or KonfiPay.

6. Connect your business accounts

Another useful technique to streamline and simplify bookkeeping is to link your company accounts—debit card, credit card, and bank account—to your accounting tool to track revenue and spending. These connections will trace every transaction that occurs on your accounts, from in-store office supply runs to client lunches.

7. Track your expenses

If you've linked your credit card or bank account, they should flow in, but if you haven't, or if you want more precise monitoring for any type of spending, you may add your fees and have a clear picture on money.

8. Build process in

Make is an automation website, where you can store and use all your tools at one place. Beside its efficiency, they offer well-designed services for everyone, without the need of coding or programming.

Make empowers people, teams, and organizations across all industries to build powerful custom solutions that allow them to expand their businesses quicker than before.

9. Go test it before using it

Check the differences between different revisions of a page. Your chosen system will keep track of progress and present the best choice. A test billing can help you master the basics. scenario

10. Go live and make your life easier

That's it, we're ready! That wasn't hard, was it? And you didn't even have to learn to program. It's simple, easy and effective.


By reducing the possibility of human mistake, automating your procedures with a payroll application may provide you piece of mind. Payroll automation is a function of certain accounting software systems, but other payroll tools, such ADP or SurePayroll, can also do the work. Features for payroll automation will keep track of an employee's hours, compute their compensation, compute payroll tax amounts, and produce paychecks. In conclusion, automation will save you precious time.

If you feel like you want to learn more about automation bookkeeping and you're not sure which system you should use for your business, don't hesitate to contact Makeitfuture and we'll take care of everything for you!

Get to know which tools we recommend:  

How to get your accounting automated in just 10 Steps

How to get your accounting automated in just 10 Steps

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

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What does Cloud Integration mean?

What does Cloud Integration mean?


  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.