Report: The State of Accounting Workflow Automation (2024)
Discover the workflow challenges firms owners like you faced in 2023, 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
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
About Financial Cents
Financial Cents exists to help you get work done and scale your firm through an integrated workflow solution.
We make your transition from spreadsheets or generic project management software seamless through easy-to-use features built with industry nuances in mind.
With Financial Cents, you and your staff will have a single source of truth so you can access all the information you need to get work done. You can create and assign tasks to your staff, track the status of client work, standardize your workflows, and collaborate with your team. Automate client requests and set reminders to save your team the stress of chasing down clients for information.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
