Report: The State of Accounting Workflow Automation
Discover the workflow challenges firms faced in 2022, impact on work, attempts they made to solve them, and what role (if any) automation played. Take the learnings to solve your workflow challenges, no matter the size of your firm.
Instantly download this Report as a PDF
This report includes
Top 24 striking accounting workflow automation stats
Data and quotes from firm owners about the workflow challenges they faced in 2022 and their key learnings
Insights and advice on workflow automation from Jason Staats, Ryan Lazanis, Kellie Parks, Gabrielle Fontaine, Brandon Hall & Dave Kersting.
Actionable tips to help you get to the root of your workflow challenges
Stories from firm owners on the “lightbulb moment” that made them realize they needed to automate their processes
Unbiased advice on what to look for in a good-fit accounting workflow software
Who will get the most value from this report?
Accountants and bookkeeping firm owners...
- Struggling with workflow challenges
- Trying to diagnose the cause of their workflow challenges
- Wondering if their firms are ripe for workflow automation
- That have attempted to solve their workflow problems but keep hitting a wall
- Confused about where to start with workflow automation
- Evaluating the best-fit workflow automation software for their firms
See that you’re not alone in the workflow struggles you may be facing
Identify signs of potential issues with your workflow and come up with a plan to solve them
Understand the definitive steps you need to take to solve your workflow challenges so you can scale your firm
See how workflow automation goes hand in hand with good systems and processes to increase efficiency
Know the most important things to look out for in a good workflow automation software
Know how to measure the effectiveness of the workflow solution you try
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