Smart Automation for for your bookkeeping
Simplify your financial processes! From invoices and contracts to contact updates, automate every step for efficient and error-free management.
A new sale or completed service triggers an invoice generation.
Automatically create an invoice with deal specific details.
Send the invoice to the client with a payment link.
Notify accounting team of the sent document and payment status.
Are you..
Overwhelmed by managing accounting workflows across disconnected tools?
Looking for an all-in-one solution to streamline your accounting processes with automation?
Need structured guidance to achieve your accounting automation goals?
Ready to build scalable, high-quality accounting workflows that reduce manual tasks?
Want more control and flexibility in managing your accounting operations?
If the answer is “Yes” to any of the above, you are in the right place.
What is accounting automation?
Accounting automation is the process of streamlining and automating financial tasks, reducing manual effort, and ensuring accuracy in your business’s financial operations.
Here’s what it typically includes:
- Automates invoicing and payments
- Centralizes financial data
- Tracks expenses and revenues
- Ensures compliance and accuracy
Extract invoice attachments.
Save attachments in a folder.
Transfer invoices to accounting software.
Notify team of new invoices.
How can accounting automation help you?
Save time and resources
Automate financial tasks to free up time for more strategic business decisions.
Boost financial accuracy
Reduce errors and ensure consistency across all accounting processes.
Increase efficiency
Streamline invoicing, payments, and reporting to keep your business running smoothly.
Simplify financial management
Manage all accounting tasks in one centralized, automated system.
Ensure compliance
Stay on top of tax laws and financial regulations with automated updates and reports.
Enhance financial visibility
Gain real-time insights into your business’s financial health and make data-driven decisions.
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Accounting automation use-cases to save time
From reconciling transactions to generating reports, these examples reduce manual effort and errors.
E-mail attachments
Important accounting documents, such as invoices, are sent by mail as attachments. Automate your accounting and have these attachments sent to your software and uploaded to your account all by themselves.
Extract invoice attachments.
Save attachments in a folder.
Transfer invoices to accounting software.
Notify team of new invoices.
Upload receipts
It is possible to manage your contacts, for example customers or suppliers, via the API interface of programs such as Lexoffice, bexio, sevDesk, Fastbill or Easybill. Addresses, phone numbers or email addresses can be bundled in a contact collection and automatically created, retrieved or updated.
Retrieve contact data
Sync updated addresses, emails, or phone numbers.
Add new customer or supplier records automatically.
Organize and centralize contact data for reference.
Connection to the HR software
Link selected folders of your OneDrive and have new files always appear automatically in your accounting account.
Detect new files added to specific folders.
Automatically transfer detected files to the accounting software.
Record all file uploads for tracking and auditing purposes
FAQ about accounting automation
Accounting automation can handle tasks like invoicing, expense tracking, payroll, tax calculations, and financial reporting, streamlining your entire accounting process.
By reducing manual work and minimizing errors, accounting automation lowers operational costs and increases efficiency, allowing your team to focus on more strategic tasks.
Yes, accounting automation is scalable and can be tailored to fit the needs of small businesses, making financial management easier and more affordable.
Yes, many accounting automation tools integrate seamlessly with popular business software like CRMs, ERPs, and payment platforms, allowing for smooth data transfer and improved workflow.
Still got questions?
Ready to free your time and grow your business?
