Automation for accounting firms, with the sign-off left to you.
Much of the work in a firm is chasing documents and retyping them. A builder sets up a system that collects, sorts and prepares that material, so your staff spend their time on review and advice.
What a typical system does
- Sends clients a list of what is needed and reminds them politelyAutomated
- Collects and sorts incoming documents by client and periodAutomated
- Reads invoices and receipts and prepares draft entriesAutomated
- Reviews the drafts, corrects them and signs offA person
- Posts approved entries to your accounting softwareAutomated
Why firms automate the work around the numbers
Deadlines cluster, so the same chasing and sorting all land at once. Automation helps most in those weeks.
Clients send documents by email, photo and shared folder. Getting them into one place takes hours that nobody can bill.
Client data is sensitive and professional duties apply. A system has to show who saw what, and a person has to stay responsible for the result.
What you own at the end
- A working system in accounts held in your firm's name
- A record of what each step did, for your own review
- A written list of where client data goes
- Workflow exports, so another builder could take over
- A 60-day warranty on the agreed scope
Questions
Is client data safe in these tools?
That depends on the tools and settings. Your builder must show where data is stored and processed, and you should have a data processing agreement with each provider.
Can it file returns for us?
We would not recommend it. Filing stays with a qualified person. The system prepares the work so that the person can check it faster.
Does it work with our accounting software?
Many packages have an API or import files. Your builder confirms the route during scoping.
Ready to fix this?
Tell us what you need. A person will read it and propose up to three checked builders.