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How Automation Can Improve Your Workflow Management – 3 Processes for your Firm

How Automation Can Improve Your Workflow Management

The age of technology has changed the world dramatically, in more ways than one. Businesses all over the world can serve customers regardless of geographical location and time, as services can be received with mere taps of a button. Processes run like clockwork, with no need for human interaction. Brands can now operate without the need for constant long meetings, coordination efforts, and never-ending rundowns of briefs. In doing so, companies are able to focus on what matters most—growth and market expansion

As an accounting firm owner, you’re likely dreaming of one day experiencing the magic of such automation. Your current situation dictates mountains of paperwork, client meetings, calls, and an inbox full of emails. While it’s the name of the game for most accounting firms, bear in mind that technology encompasses everything and everyone, meaning that you can now have access to that kind of stability. With the right tools and knowledge, you’ll be able to transform your workflow processes.

The question now stands—how is your workflow management doing? We take a look at this guide to find out more. Digging deeper into automation, we’ll also take a look into workflow management software, and how investing in it could help your business. Let’s start!

Is your current workflow processes working?

A huge part of your business operations likely includes the necessity of following repetitive steps. You’ll need to approve mountains of documents, brief and onboard clients, manage finances, and so much more. Your teams need to operate on a variety of tools to ensure success at every stage, which likely always end in disorganized chaos. 

You are stuck trying to manage everyday operations, with turnaround times stretching beyond deadlines. Processes always end up in bottlenecks, and your employees are never free from constantly overflowing busy work involving meager tasks. The only way to move forward is to embrace change, and that means fully implementing automated processes.

The Art of Automation 

It’s not always necessary for humans to intervene with your processes, especially when it comes to request approval notifications, onboarding, and assignments. Certain portions of your workflow can be automated, and by automating, you earn the freedom to grow and expand. One of the best ways to pursue automation is through a workflow management system, which allows you to digitize everyday processes to replace the need for papers and human resources. 

You’ll also be able to accelerate repetitive tasks, as your employees will be able to execute these processes with ease. Here’s what else workflow management software system can do:

  • Automation of roles and responsibilities: All your crucial business steps can now be accessed online, which also dictates who is in charge of tasks and the steps needed to achieve goals. 
  • Automation of actions and decisions: Your hiring processes can now be automated, eliminating the need to go through countless applications, all the while leaving room for judgment exercises. Your team will also be able to track inventories with ease, all of which will be automatically updated should any change occur. Any tasks left undone will also be highlighted, leaving no room for errors. 
  • Streamlined and optimized processes: Most processes likely take longer due to the people involved, such as writing reports. With the help of an automated workflow, your team will gain access to a bespoke system, one that automatically creates personalized reports.

A Workflow Management Process That Flows

The success of an automated workflow system isn’t a one-size-fits-all system, as you will need to work carefully on your existing processes. In other words, you need to analyze existing protocols properly, as only then will your new solutions work. Merely adopting new technologies as a band-aid solution will do more harm than good, so make sure that you simplify your processes to eliminate errors and redundancies for optimal results. The accounting landscape can be incredibly complex, but the idea here is to embrace change—by doing so, you can lead your firm to success.


If you’re on the hunt for the best workflow software for bookkeepers and accountants, Financial Cents has you covered. We offer you a cloud-based accounting management solution that allows you to scale your firm, manage your staff, and hit your goals. Allow us to help you grow and succeed—try our solutions for free today!

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