Quickbooks A new sale or completed service triggers an invoice generation.
TriggerSmart Automation for your bookkeeping
Simplify your financial processes! From invoices and contracts to contact updates, automate every step for efficient and error-free management.
Book a call- Ensure accuracy
- Save time
- Simplify tax prep
- Improve cash flow
- Quickbooks
- Quickbooks
Automatically create an invoice with deal specific details.
Action -
Gmail Send the invoice to the client with a payment link.
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Slack Notify accounting team of the sent document and payment status.
Action
Is this you?
Are you..
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Overwhelmed by managing accounting workflows across disconnected tools?
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Looking for an all-in-one solution to streamline your accounting processes with automation?
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Need structured guidance to achieve your accounting automation goals?
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Ready to build scalable, high-quality accounting workflows that reduce manual tasks?
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Want more control and flexibility in managing your accounting operations?
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
- Gmail
Extract invoice attachments.
Trigger -
Drive Save attachments in a folder.
Action - Quickbooks
Transfer invoices to accounting software.
Action - Slack
Notify team of new invoices.
Action
Benefits
How can accounting automation help you?
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Save time and resources
Thanks to a standardized and automated onboarding process, training is successful every time.
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Boost financial accuracy
Make all important documents digitally and signed available promptly and on time, without forgetting anything.
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Increase efficiency
Thanks to a standardized and automated onboarding process, training is successful every time.
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Simplify financial management
Onboarding is the first post application process that new team members get to know. Make sure they are convinced.
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Ensure compliance
Thanks to a standardized and automated onboarding process, training is successful every time.
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Enhance financial visibility
Thanks to a standardized and automated onboarding process, training is successful every time.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
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500+
Clients
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15000+
Automations
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7+
Years of experience
Use-cases
Accounting automation use-cases to save time
From reconciling transactions to generating reports, these examples reduce manual effort and errors.
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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.
- Gmail
Extract invoice attachments.
Trigger - Drive
Save attachments in a folder.
Action - Quickbooks
Transfer invoices to accounting software.
Action - Slack
Notify team of new invoices.
Action
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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.
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Lexoffice Retrieve contact data
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Easybill Sync updated addresses, emails, or phone numbers.
Action - Easybill
Add new customer or supplier records automatically.
Action -
Airtable Organize and centralize contact data for reference.
Action
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Connection to the HR software
Link selected folders of your OneDrive and have new files always appear automatically in your accounting account.
- Google Drive
Detect new files added to specific folders.
Trigger - Quickbooks
Automatically transfer detected files to the accounting software.
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Airtable Record all file uploads for tracking and auditing purposes
Action
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FAQ about accounting automation
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What tasks can accounting automation handle?
Accounting automation can handle tasks like invoicing, expense tracking, payroll, tax calculations, and financial reporting, streamlining your entire accounting process.
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How can accounting automation save my business money?
By reducing manual work and minimizing errors, accounting automation lowers operational costs and increases efficiency, allowing your team to focus on more strategic tasks.
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Is accounting automation suitable for small businesses?
Yes, accounting automation is scalable and can be tailored to fit the needs of small businesses, making financial management easier and more affordable.
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Can accounting automation integrate with my existing software?
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?
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